How do you make your clients feel?

You cannot fit in and stand out at the same time. It’s impossible. The “what” and the “how” of delivering advice to clients is evolving but, at the same time, becoming commoditised. When I ask advisers what their new client advice process looks like it tends to follow a model that looks something like this: Step 1: Initial meeting (which may or may not include one of steps two to five); Step 2: Fact-find/discovery; Step 3: Preparation and presentation of plan/recommendations; Step 4: Implementation/completion of paperwork; Step 5: Annual reviews (which may not take place terribly ...