Month: January 2010

Business advice

Why you should consider doing an Annual Review with your clients

A great tool that I have been using for years is my Annul client review. If you think about it, most of your clients will meet with their financial planner, life insurance agent, doctor, dentist or their boss to have an annual review. So why don’t real estate agents have annual reviews with their clients? My experience has shown me that three great things will happen when you do an annu