Ace your Annual Review

Melissa Kidd, Director of Motem

Annual review meetings are an important opportunity to cement your relationship and hopefully reassure clients that they have enough. But all too often clients are reluctant to come along. In this session, we’ll look at ways you can reposition this meeting in the client’s mind, show your value and help you make the most of the time.

By the end of the session, you’ll be able to

  • Adopt the right mindset for a great meeting and prepare your client for the meeting
  • Ask questions to reinvigorate the relationship with long-standing clients
  • Handle challenges with confidence
  • Follow up effectively and in a way that will inspire action.