Renewal is a transaction. An annual review is advice, and it is what stops a client shopping around. This puts every client on a cycle and prepares the conversation.
What's Included
- A review cycle per client segment so effort matches value.
- The review prepared in advance rather than improvised.
- Outcomes and actions recorded which is the evidence of advice.
- An assistant that assembles the review pack.
How To Use
- Separate the review from the renewal. They are different conversations.
- Prepare properly. An unprepared review is just a phone call.
- Record what was discussed and agreed. It is your file evidence.
- Set the cycle by segment. Not every client needs the same depth.
Drive it from book segmentation, and act on findings from gap analysis.