The 3 Ps of effective reviews
There are three key ingredients to effective client reviews: Perspective, Process and Poise.
Effective Client Reviews
PERSPECTIVE
Help clients gain perspective on world news, market headlines, and the value of working with an adviser.
POISE
Be intentional about the words you use, and remember to authentically ask, listen and empathise throughout your meeting.
PROCESS
Walk your client through your client-centred wealth management process, their plan and portfolios.