The Client Discussion Model helps you identify ‘opportunities’ and ‘issues’ whilst building a meeting agenda with supporting management information, facilitating higher value client discussions.

Typical Use: The primary use of the Client Discussion Model and related Agenda / Management Information, is when first discussing Business Growth, Valuation and issues related to possible Exit Planning. This is the perfect tool to transform compliance led ‘Year End’ meetings to create a ‘Wow’ client experience with a strong focus on the future potential and the additional and support you can offer.

Efficient and Effective Client Meetings: There is nothing worse than a poor meeting, but as busy, professional advisor, you cannot afford to invest excessive non-charged for time on analysis and preparing for client meetings. The Client Discussion Model preparation takes less than 5 minutes producing a professional agenda backed up by Management Information which means your clients are guaranteed a highly productive, effective, and efficient meeting.