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Practice Management > Marketing and Communications > Client Outreach

10 Things to Talk About in Annual Portfolio Reviews

Bryce Sanders By Bryce Sanders

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Related: 12 Phrases That Alienate Clients (and 12 to Use Instead)

January is a time of reflection. It’s natural for clients to ponder how they did in the previous year. Even if they didn’t, the newspapers and magazines talk about the top performing funds of the past year. As a great advisor, you have already scheduled reviews for clients, starting shortly into the new year.

What should you talk about? Check out the gallery above. There are many other topics you might discuss, but these 10 are a good place to start structuring your agenda.

Bryce Sanders

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