FEATURING: Maureen Wilke
DESCRIPTION: 1-CD with e-Workbook
NOTE: Included in The CONNECTED Advisor: 8-Steps to Building Your Extraordinary Practice course

Focused meetings and reviews with HNW clients are critical to retain business and build deeper relationships. This program outlines how to maximize meetings and reviews with top clients, uncover new assets, prioritize top clients, and identify two referrals in each meeting. The Client Review Action Plan checklist simplifies all meetings.

Workbook Action Steps:
• Top Client Review Calendar example (Word template)
• Sample letter with agenda and important review meeting tips
• Client Review Action Plan checklist (Word template)