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Defaqto: How to do client reviews efficiently

Business Development update for Financial Advisers & Paraplanners

24 Jan 2019

Defaqto: How to do client reviews efficiently

Often, when we talk about reviewing existing holdings, we mean client reviews. After all, the relationship between a client and an adviser is often for a sustained period of time, if not for life.

Client reviews are key to ensuring your clients’ investments are on track and form a key part of the adviser/client service proposition. And while it can sound to clients they are just having a quick catch up, from the advisers perspective, quite a lot of preparation is needed to gather all of the relevant documentation required for the meeting to take place. The challenge is obvious: how can an adviser review complex portfolios in a robust, repeatable and time efficient manner?

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