A fresh look at the Review Process

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...

PeterMichael

7 months ago

100Views

1like

3Comments

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

3 months ago

75Views

0likes

0Comments

How automating the client review process can save you time

We cover the types of tasks that can be automated – and what’s best done the traditional way.

Advisely-Team

5 months ago

360Views

1like

0Comments

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

8 months ago

502Views

3likes

0Comments

Blog Post

A fresh look at the Review Process

Can you minimise your activity and maximise your client experience?

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LIF Review

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

How automating the client review process can save you time

How to build a better client review process