Free Download: 10 Tips for Advisors on Acing Client Check-Ins
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.
10 Tips for Advisors on Acing Client Check-Ins
Download this guide to learn:
How synchronized reporting can make your client service operation run like clockwork
Why giving your client a personalized one-page investment summary can be your secret weapon
How custom benchmarking lets you make apples-to-apples market comparisons that clients quickly understand
The four questions you must ask about every client before you make check-in calls
How to measure the success of your check-in meetings and calls
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