+65 2134 5678

+65 2134 5678

Strategic Portofolio Review

Positioning Recurring Revenue Opportunities

Our Goals

Our Goals

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Learning Objective

Learning Objective

  • Develop strategic client book and account plans for higher quality revenues & NNM from existing clients.
  • Conduct a successful client review that results in rebalancing & NNM, to increase the share-of-wallet

Key Topics

Key Topics

  • 5 Steps to Strategic Client Book Management
  • Common Triggers for a Client Portfolio Review
  • Planning for Review Meetings – 10-Item Checklist
  • Structure of a Portfolio Review Meeting – FUEL
  • Post-Review Best Practices
  • Asking for Referral – All about timing
  • Using House Views
  • Common Behavioral Finance Mistakes
  • Review & Rebalancing – A decision tree
  • Emotional & Social Intelligence (ESI)
  • Handling Different Types of Clients at Review Meetings
  • Effective negotiation techniques

Ready to Get Started?

Please fill out the form below, and we will contact you

Sosial Media

Follow us for weekly leadership & sales insights

in

Connect

Follow us for weekly leadership & sales insights

+65 8613 5868

info@momenta.biz

© momenta

Sosial Media

Follow us for weekly leadership & sales insights

in

Connect

+65 8613 5868

info@momenta.biz

© momenta