Checklist: What to Cover in Your Annual Client Reviews
Dec 4, 2006 (Updated on Oct 30, 2007)
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By Elaine Floyd, CFP ®
There's a massive amount of ground to cover in year-end reviews. Follow this checklist to make sure you don't miss a thing. From investments to planning issues to client developments, you'll have a good handle on what clients need, what they expect, and what you need to do for them in the New Year.