A fresh look at the Review Process

Free tool: 7 steps to automating your client review process

How many hours could you save by putting advice workflows on autopilot? Free member-exclusive resource.

602Views

2likes

2Comments

LIF Review

Can we have an explanation as to what happened to the LIF review once it had been stripped from ASIC and folded into the QAR. The life insurance industry is certainly not getting any better and it wo...

Peter.Monnock

12 months ago

119Views

1like

3Comments

How to build a better client review process

Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency

Advisely-Team

2 years ago

698Views

3likes

0Comments

When was the last time you reviewed your review (process)?

The review is the perfect opportunity to demonstrate value for fees paid – why, then, do clients often rate it so poorly?

Terry-Bell

7 months ago

93Views

0likes

0Comments

Blog Post

A fresh look at the Review Process

Can you minimise your activity and maximise your client experience?

Related Content

Free tool: 7 steps to automating your client review process

LIF Review

How to build a better client review process

When was the last time you reviewed your review (process)?