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How to Use an Efficiency File to Improve Your Quarterly Reviews
Many financial advisors take client meetings for granted. They allow the routine nature of these appointments to get in the way of timely preparation. Yet, well-orchestrated quarterly reviews remind your clients of your top notch service and strengthen your team and practice management approach. This coaching session reviews six simple steps to ensure successful reviews by truly 'teaming' with your assistant. The toolkit attached to this coaching session contains a sample agenda, client letters, a key findings sheet and an efficiency file checklist. . . . (to read the remainder of this article, please log in below.)
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