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In this paper, Robert Renner, senior portfolio manager and CCO of Inverness Wealth, and Michael Silver, a coach and consultant to major advisory firms, offer their observations on the art of the check-in and insights on how to generate reports that create good experiences for clients and reinforce their loyalty.
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Download this guide to learn: |
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How synchronized reporting can make your client service operation run like clockwork |
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Why giving your client a personalized one-page investment summary can be your secret weapon |
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How custom benchmarking lets you make apples-to-apples market comparisons that clients quickly understand |
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The four questions you must ask about every client before you make check-in calls |
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How to measure the success of your check-in meetings and calls |
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Please complete the form to receive your free guide.
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