MandyP's avatar
MandyP
Virtual Explorer
2 years ago

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's avatar
deborah.kent
Icon for Advisely Board rankAdvisely 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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