November 20, 2018
Dedicated to helping you grow your practice and educate your clients.
MASTERING THE CLIENT REVIEW
SUSTAIN STRONG RELATIONSHIPS
Client reviews are the foundation of your consultative process. They’re how you reinforce commitment to each client’s goals, tailor strategies, and showcase progress. Strengthen the three “R's” that are critical to your success: Relationship, Relevance, and Retention.
See how you can:
- Develop processes for preparing and conducting effective client reviews
- Pivot from a performance-based discussion to a “progress to goals”-based discussion
- Validate your service standards
More from The Advisor Partnership Program (TAPP)®
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