Your Year in Review: A Client Worksheet
Download our free tool to help ensure that you keep current with clients’ evolving financial goals.

Your Year In Review: A Client Worksheet

Are your clients sometimes reluctant to talk with you about personal challenges that may affect their financial well-being? Your Year in Review is a comprehensive client worksheet designed to move their conversations with you beyond investment topics and keep you informed of significant life events that may affect their financial circumstances. Such thorough reviews can:

  • Lead to better outcomes that build a client’s trust and loyalty
  • Identify ways to further tailor your guidance
  • Facilitate more productive conversations throughout the year

Consider providing your clients with Your Year in Review the next time you’re ready to sit down with them and evaluate their financial plans. The worksheet can be a springboard to improving communication and uncovering opportunities that can add value to the services you currently offer.

Send me my copy of the client worksheet Your Year in Review.