267: Stop Doing Annual Reviews Now! And Do This Instead
Apr 25, 2025
Discover why it's time to ditch traditional annual reviews in favor of proactive strategy sessions. This shift not only enhances client engagement but also transforms the dynamics of meetings, making them more valuable and exciting. Learn how a simple change in terminology can reposition you as a proactive guide, elevating the overall client experience. Say goodbye to passive reviews and embrace planning that truly makes an impact!
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volunteer_activism ADVICE
Rename Annual Reviews to Strategy Sessions
Stop calling client meetings "annual reviews" because it sounds passive and backward-looking.
Instead, name them "annual strategy sessions" to emphasize forward-looking, proactive planning.
insights INSIGHT
Language Shapes Perception and Value
The term "annual review" subconsciously positions advisors as reporters rather than proactive strategists.
Changing the language elevates perceived value and redefines your client relationship role.
question_answer ANECDOTE
Libby's Practice Shift Experience
Libby shifted her practice from annual reviews to theme-based planning focusing on client goals and forward planning.
This made meetings more valuable and increased client engagement and excitement.
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review” and what to do instead. You’ll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need.
🔥 If you’ve ever wondered how to make your client meetings feel more valuable, purposeful, and exciting—this is the episode for you. Say goodbye to passive reviews and hello to proactive planning that moves the needle. 💡📈✨
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