Making Client (Review) Meetings Fun Again: Questions To Ask To Move From Fine To Flourish

Once a financial plan has been created, delivered, and implemented, the most pressing issues clients face have been ‘fixed.' The client and the planner then enter the monitoring phase, where they routinely return to the plan and make any needed adjustments. This important step in the client engagement often takes place in a recurring review meeting with the client. And over time, these meetings can get boring. Advisors and clients alike are not thrilled to be having the same meeting again and again where there is nothing new or exciting to report. Yet, when clients hit this ‘fine’ phase of the client-advisor relationship, it presents the perfect opportunity to start ‘flourish’ conversations and bring some fun back to the client-advisor relationship, transforming the boring monitoring meetings into something inspiring.

Join us at the January Kitces Monthly Webinar and learn from expert guest Meghaan Lurtz, Ph.D., FBS™ about the questions to ask clients that move them from fine to flourish, and ultimately advisors back to where they are happiest—fixing issues for clients to keep them moving forward. 

  In this webinar, advisors will learn:
- What makes on-going review meetings stale and how to recognize when clients are bored
- How to incorporate the fix, fine, flourish cycle into client-advisor relationships
- How to apply a meeting process and incorporate review questions to create “flourish” conversations

Continuing Education (CE): 1 Credit
For those who attend the live session for at least 50 minutes, we will report your attendance directly to the CFP Board, IWI and American College within 72 hours as long as you enter your certification numbers during registration. You will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.