Annual reviews are a core component of the ongoing service proposition for financial planning firms, so it’s critical they are excellent. Yet, they’re one of the hardest processes to get right. If you haven’t got a process to follow, it’s difficult to know what needs to be done, within what timeframe and by whom!
There’s often resistance to following a process like this, as advisers sometimes think it can stifle creativity or make the service impersonal. However, I’m here to tell you that’s not the case!
By automating 90% of the process, you can actually personalise the 10% that truly matters. This pack will take you on a journey to create an excellent Annual Review Process that is unique to your firm.
This Annual Review Pack allows you to benefit from years of experience from an insightful business and operations consultant, who’s worked in the financial industry since 2003. This means you can create an excellent process without having to troubleshoot all of the problems that we already have solutions to!
What is included in this pack?
The pack contains all you need to create, review and implement a truly excellent annual review process for your firm!
- Annual Review Meeting Notification
- Annual Review Meeting Confirmation
- Annual Review Deferral (Unable to make contact)
- Annual Review Deferral (Postponed by clients)
- Annual Review Meeting Agenda
- 12 Point Financial Health Check (by FP Advance Ltd)
- Annual Review Meeting Checklist
- The Value Added Checklist (by FP Advance Ltd)
- Review Scorecard
- Annual Review Meeting File Note
- Annual Review Meeting Follow Up Communication
Why do you need an Annual Review Process?
Having an Annual Review Process in place provides clarity, not just to your team, but to your clients too. Ultimately, this means creating a consistently excellent client experience and a happy team. Both are critical to building a successful business.
Our videos take you on a journey of designing and mapping your own process from start to finish. We even provide practical examples. It’s a great way of accessing years of consultancy experience for an affordable price!
Benefits of a great annual process also include:
How much does it cost?
Get this amazing pack for £697.00, plus VAT.