Setting the Stage for the Client Review Meeting

As advisors transition from asset managers to holistic wealth advisors, their assumptions about client reviews must change to reflect a different business model. In any advisory practice, there are only a few times a year when advisors can meaningfully impact the relationship they have with a client. Typically, after the intake interview process is completed and the client is onboarded, the client and advisor speak only occasionally and mainly about the investment process and the client’s financial needs. This is why it is critical to manage review meetings in such a way that builds the trust and enhances the advisor-client relationship. Here, Scott and Ken explore how to structure a review meeting that focuses on clients, not their investments.

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