#172 - The Review Meeting Is the Client Experience with Brendan Frazier
You run the review meeting, the small talk lands, and nobody complains. Still, you walk away wondering if the client truly sees your value, or if they’d leave the moment a hungrier advisor shows up. We dig into why that happens and how to fix it with Brendan Frazier, host of the Human Side of Money podcast, who sees the review meeting as the anchor of the entire client experience.
Brendan explains the real job of a review: prove value, justify the fee, deepen trust, and earn referrals. He breaks down the three questions every client needs answered: Do you understand my situation? How am I…
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