Review, Revise, and Rebalance
Financial planning seems to be a never-ending process of reviews and revisions. Depending on your client, one of the most important validations is the rebalancing of investment and risk management products and services. As clients evolve and achieve new milestones such as marriage, new careers, children and grandchildren, retirement and estate planning, the bottom line of client satisfaction will be determined by whether you have met their personal expectations.
This is more than a summary of investments, documents, and insurance products. The real satisfaction is only realized if your clients’ dreams are realized.