It’s Annual Review Time!

Mia Dempsey, Manager New Business


A lot can change in a person’s life in as short a time as a month. Any number of events could occur ranging from a death in the family to a wedding or the birth of a child or grandchild. All of these happenings could change their financial, estate planning, or legacy needs.  

Scheduling an annual client review is often overlooked in the financial planning process. Having a face-to-face or personalized Zoom meeting with your client to go over their progress and discuss any adjustments is essential to creating that deeper connection. They want to feel like a part of the “family” and something as simple as sitting down for an hour to discuss their goals, needs, and life updates can be the difference between loyalty and switching to another advisor. Let’s also mention that increased customer allegiance leads to more referrals! The more an individual feels they can trust you, and that you care, the more likely they are to encourage their friends and family to work with you.

Meeting with your client to go over their portfolio and its performance over the course of the year will also allow you to seamlessly uncover new assets they may have come into since your last meeting.  Asset’s Annual Client Review Kit will help guide you through the process and make the experience easy and meaningful for clients.

Here is what’s included in the Asset Annual Review Kit:

  • A customizable letter inviting your client to sit down with you
  • A comprehensive checklist to utilize during the meeting to be sure you cover all necessary topics.
  • An educational video of Angela Sloan discussing why client reviews are so important to her practice and the immense benefits they provide.

Set yourself apart from the competition and create deeper, everlasting relationships with your clients. Download the Annual Client Review Kit today and be sure to contact your Marketing Consultant to get more information about Annual Client reviews.