Annual Reviews with a Client Can Make BOTH You and Your Client’s Lives Better

Most advisors do reviews with your clients, which is a good thing for your clients!  But too few advisors use the annual review to leverage new business and income.  In the previous post, I illustrated one tool successful advisors can use to leverage their annual reviews for new business… but say you aren’t interested in that full program and just want the “nuts-and-bolts” version.  I’ve got you covered!

Here’s a great checklist to use with your clients to uncover needs that will both help you provide value to your clients and possible leverage to find new business.  Yours courtesy of 5Q Group.

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