Deepening Client Relationships and Increasing AUM with Policy Reviews

This best-practices discussion with a panel of three subject matter experts focuses on leveraging the policy review process to enable advisors to do a better job helping clients protect their assets. We’ve always said that if an advisor is helping clients grow their assets but not protect their assets, they are doing only half their job. Servicing the protection need is a relationship development opportunity and helps significantly in the asset gathering process.