How can clients recognise the value that you add in the advice process? A powerful way is in the quality and the clarity of the review report you produce for them periodically.
Post-MiFID II, firms have faced the pressure of delivering annual reviews for every client. It is not uncommon for a review to represent hours of work. So, how can they be completed efficiently, and consistently, ensuring clients recognise the value you are adding, while, at the same time, reducing the cost to serve?