Keeping Clients

"The ongoing, diligent review of a financial plan is the most valuable component of the planning process. It is where the plan truly comes to life. The Client Dashboard™ is a client and advisor friendly tool to facilitate the review."

Jason Brazeau, CFP, FCSI, CIMA
The Cork Brazeau Group at ScotiaMcLeod

Keeping Clients - The Client Review Kit™

A Financial Plan's true value comes out when you regularly review your progress. The Client Review Kit™ includes everything you need to prepare for, conduct, and follow up on your review meetings. The feedback we receive at these meetings is tremendous and goes a long way towards developing client relationships built on trust.

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The Client Dashboard™, included with the kit, shows clients their progress relative to achieving their life and financial goals. This helps clients focus less on short-term market fluctuations and more on the areas they do have control over such as how much they are saving each month and risk management.

View the Client Dashboard™

The Client Review Kit™ Includes:

The Review:

As the cornerstone to your client relationship, the review is the ongoing commitment you make to clients. The Client Review Kit™ Includes:

Simple how to guide (explains how we conduct our reviews and how all the tools work together)
Client review meeting checklist
Client review meeting agenda
Interactive Client Dashboard™ (shows how clients are doing versus their goal targets – this is a great take home for clients and a great word of mouth piece for your firm) View It.
Meeting summary template

The Format:

The Guide is provided electronically in PDF format. The Client Dashboard™ is in Excel format and all other documents are provided as Word documents (fully editable).

Pricing

$550 CDN plus HST

After your payment has been successfully processed through PayPal you will receive an email with access information to the product.