Client reviews can prompt nervousness and anxiety in many an advisor’s heart. They can take up a great deal of time and require a great deal of effort. But your investment in these reviews can be slashed using this simple tip.
Let’s look back to your last client conversation and the follow-up email you sent highlighting the key points of your conversation and outlining the next steps. This email should be the starting point for your review.
Immediately following a conversation with your client—while you are still connected to the energy of your conversation, while all the ideas you discussed are still vivid—write an email review to help you stay focused for your next conversation. Without that follow-up email, you are going to need 100 times more time and energy to recreate where you left off with your client.