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Client Discussion Model

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The Client Discussion Model helps you identify ‘opportunities’ and ‘issues’ whilst building a meeting agenda with supporting management information, facilitating higher value client discussions.

Typical Use: The primary use of the Client Discussion Model and related Agenda / Management Information, is when first discussing Business Growth, Valuation and issues related to possible Exit Planning. This is the perfect tool to transform compliance led ‘Year End’ meetings to create a ‘Wow’ client experience with a strong focus on the future potential and the additional and support you can offer.

Efficient and Effective Client Meetings: There is nothing worse than a poor meeting, but as busy, professional advisor, you cannot afford to invest excessive non-charged for time on analysis and preparing for client meetings. The Client Discussion Model preparation takes less than 5 minutes producing a professional agenda backed up by Management Information which means your clients are guaranteed a highly productive, effective, and efficient meeting.

So What? Guide

The So What? Guide for the Client Discussion Model can be found here.

Example Model

To access the ‘Client Discussion Model’ please request a free trial of the VFD Pro platform – click here.

The model is available within the ‘Demo Reports’ area of your VFD Pro portal.

Report Overview

Below is a recording of the Client Discussion Model Webinar that was presented in April, demonstrating the potential of the Client Discussion Model.

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