Is It Time to Review Your Review Meetings?

McCarthy, Ed
November 2009
Journal of Financial Planning;Nov2009, Vol. 22 Issue 11, p24
Academic Journal
The article focuses on the significance of annual review meetings to maintain the existing financial clients in the U.S. It notes that developing solid relationship with new clients takes a long time and usually multiple meetings before the adviser sufficiently understands the quantitative and qualitative aspects of his or her finances. It offers information on several ideas from financial advisers that can help develop a structure that enhances preparation for client meetings and sets the critical content of those meetings with an agenda.


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