Client Engagement AssessmentEvaluate Your Client Engagement Tactics and
Find New Ways to Build Stronger Planning Relationships

How Planning-led Are You?

Client engagement is the lifeblood of any financial planner's business. Higher engagement leads to improved client outcomes, better retention, and stronger relationships. The most planning-led firms are efficiently engaging clients of all demographics, building profitable and lasting relationships that secure the future of their business.

Take a few minutes to complete this Client Engagement assessment to uncover areas of opportunity at your firm.