Client reviews

Hi MandyP - I had another tip that is useful for us and probably most other advisers. A standard agenda comes in handy. It provides some structure to the meeting but importantly makes sure that important items aren't overlooked. We use it as a prompt and it also means there is consistency across our advisers. 

Darren.Smith made a terrific observation about keeping the review about the client and not the compliance. Most of our reviews are very conversational and generally relaxed. Weaving in the compliance discussion or form signing (for me at least) is usually done at the end of the meeting which is where the agenda comes in handy as a prompt.