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Susan Glover Insight & Advice

Move from Performance-Driven to Client-Engaging Discussions

Published on Tuesday, October 3, 2017

Move from Performance-Driven to Client-Engaging Discussions

Client discussions need to go beyond performance to provide a higher level of value

Too many client meetings end up focusing narrowly on performance, often with clients steering the discussion in the wrong direction. The result is usually an outcome that doesn’t serve the client or the advisor well.

Read our Barron's article on how to make smooth transitions from performance-focused meetings to more holistic discussions:

   •  Prepare a meeting framework
   •  Reduce the amount of performance data shown
   •  Use technology to introduce client-engaging topics


Contact us for additional information.


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