What's on the Agenda for Your Next Client Review Meeting?

As the second quarter draws to a close, many of you will be making preparations for your quarterly client reviews.

While each client, and each client situation, is unique, inevitably there are the things you need to talk about, the things you want to talk about, and the things your plan sponsor clients want you to talk about.

As you make those preparations, this week we’d like to know what you think will fall into each of those categories – and what, if you could, you’d change.

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* 1. What are the thing(s) you most WANT to talk about (check all that apply)?

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* 2. Which ONE thing do you most want to talk about?

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* 3. What are the thing(s) do you think your plan sponsor clients (generally) will want to talk about?

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* 4. Which ONE thing do you think your plan sponsor clients (generally) most want to talk about?

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* 5. Who’s looking forward to your next meeting more?

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* 6. How often do you (generally) meet with your plan sponsor clients?

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* 7. Other comments about client meetings, preparations for those client meetings, setting the agenda for those client meetings, etc.?

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* 8. Suggestions for future survey questions?

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