Are your clients sometimes reluctant to talk with you about personal challenges that may affect their financial well-being? Your Year in Review is a comprehensive client worksheet designed to move their conversations with you beyond investment topics and keep you informed of significant life events that may affect their financial circumstances. Such thorough reviews can:

• Lead to better outcomes that build a client’s trust and loyalty
• Identify ways to further tailor your guidance
• Facilitate more productive conversations throughout the year

Consider providing your clients with Your Year in Review the next time you’re ready to sit down with them and evaluate their financial plans. The worksheet can be a springboard to improving communication and uncovering opportunities that can add value to the services you currently offer.