Wealth Plan Update Form
Use this resource to gather important updates from clients ahead of their review so that you can update their plan and prepare any needed materials.…
Tag: Client experience
Sample Client Review Agenda
Use this resource as an example when creating a standard agenda for your client review process. Download
Client Survey Strategy Questionnaire
Use this resource to develop an intentional strategy that will maximize the effectiveness of your client surveys. Download
Sample Client Survey Questions
Use these sample questions to build your firm’s annual client survey. Download
World-Class Client Experience Action Plan
Use this resource as a framework to guide your thinking when developing an action plan for upgrading your client experience. Download
Checklist for a World-Class Client Experience
Use this checklist of best practices to jump-start your thinking about how you can intentionally upgrade your client experience. Download
Half-Time 2020 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…
Forecast 2020 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…