Reviews as relationship builders
An annual review is more than a performance discussion. It's an opportunity to learn about life changes, revisit goals, and show clients that you understand their situation.
Gather updates in advance
AI can help you write a short pre-review questionnaire asking about changes in employment, family, health, goals, and concerns. Clients who think about these questions ahead of time often have more productive meetings.
Build an agenda
- Life updates since the last review
- Progress toward goals
- Changes to plans or priorities
- Questions and concerns
- Next steps
AI can help format a consistent agenda for every review.
Explain concepts clearly
If you expect to discuss complex topics, AI can help you prepare plain-language explanations. Review them for accuracy and compliance.
Follow up promptly
After the review, AI can help turn your notes into a recap and action list. Follow your firm's recordkeeping and compliance processes.
Protect client information
Keep account details and personal information out of public AI tools.
Schedule the next touchpoint
End every review by planning the next contact, whether it's a mid-year check-in or the next annual meeting. Consistent contact keeps clients engaged and confident in your guidance.
Involve spouses and partners
When clients share finances with a partner, invite both to the review and send the questionnaire to each person. Different perspectives often surface goals or concerns that one partner alone wouldn't mention.
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