The Most Important Meeting: Building Lasting Client Relationships with Regular Reviews

A compelling and engaging review meeting is a one of the financial planner’s most important client interactions. Executed well, it enhances the planner’s relationship with their client and helps them to powerfully demonstrate the ongoing value of their advice.  In this session, led by Dimensional Regional Director, Andrew Walker, with contributions from some of the … Continue reading The Most Important Meeting: Building Lasting Client Relationships with Regular Reviews