On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.
Join our private Facebook group at: <a href='https://www.facebook.com/groups/advisorsedge'>https://www.facebook.com/groups/advisorsedge</a>
Visit our website at:  <a href='http://www.thefinancialadvisorsedge.com'>www.thefinancialadvisorsedge.com</a>

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them. Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge Visit our website at: www.thefinancialadvisorsedge.com

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.
Join our private Facebook group at: <a href="https://www.facebook.com/groups/advisorsedge" rel="noopener noreferrer">https://www.facebook.com/groups/advisorsedge</a>
Visit our website at:&nbsp; <a href="http://www.thefinancialadvisorsedge.com" rel="noopener noreferrer">www.thefinancialadvisorsedge.com</a>

Leveraging annual reviews to add value and grow your business.  [Episode 27]

The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.

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Leveraging annual reviews to add value and grow your business. [Episode 27]

Leveraging annual reviews to add value and grow your business. [Episode 27]