The annual review is one of the most valuable—and most inconsistently used—client touchpoints in an investment program. Too often, it becomes a backward-looking performance recap instead of a forward-looking relationship conversation. This episode explores how program managers can give advisors a consistent annual-review framework that elevates service, uncovers unmet needs and held-away assets, and strengthens loyalty across spouses and generations.

Listen in as Najib Khan, National Director of Langley Wealth Management, and Jim Fujinaga, former President & CEO of Hancock Whitney Investment Services discuss this important subject.