Guarantee a 10/10 Client Review Experience скачать в хорошем качестве

Guarantee a 10/10 Client Review Experience

In this session, we break down how advisory firms can turn client reviews from reactive meetings into a structured, repeatable process. We cover: • How to simplify client segmentation into A, B and C tiers • How to set review cadence so no client slips through the cracks • How scheduling can collect useful meeting data before the call • How discussions about estate planning, insurance or college funding can automatically trigger the right next steps • Where AI can support meeting notes and follow up Louis and Nora share what they see working across many of the fastest-growing advisory firms. Firms using Hubly are growing on average 30 percent faster, and a big part of that growth comes from operational clarity. If you want client reviews that feel organized, intentional and easy to scale, this replay walks through the exact approach. Start your 30-day free trial here: https://www.myhubly.com/