Client reviews

G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...

advice servicing

client engagement

clients

technology

deborah.kent

Advisely Board

2 years ago

Hi MandyP

Like others on this thread, we use xplan threads and tasks to implement our reviews we also spread them over the year as they can be time consuming, we also use an online calendar Acuity to schedule the appointments which also sends clients emails and SMS to confirm appointments my team have this pretty much down pat, the team are also using trello to track the progress as well. jenny.brown I should look at Adviserforms as well

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