Future Proof Your Client Review Service

By: Brett Davidson
Founder
FP Advance
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About this webinar

Most advisers spend most of their time delivering annual reviews to existing clients. If you want to generate more referrals from those review meetings, then they better be good and they better add value.

The truth is, there are only two things you need to do at an annual review meeting to blow your client’s mind.

In this hard-hitting webinar, Brett Davidson of FP Advance tells you what those two things are and how you can deliver them simply and easily.

Learning Objectives:

  1. Discover the two things every adviser must deliver at an annual review meeting.
  2. Learn how to demonstrate your value in a way that clients immediately understand.
  3. Simplify your review meetings and bring back the fun, for you and your clients.

See more by Brett Davidson:

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