The Client Service Calendar: Use Checklists And Flowcharts To Enhance Your Planning Process

A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The idea is to provide more value to clients over the course of the planning relationship and to give them more opportunities to engage with their advisor. In turn, this expands the advisor’s ability to connect with their clients and to have productive and meaningful conversations. Read the full blog post here.

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