Ann Schleck | Monarch | Client Management

Monarch's Client Management Track

The Client Management Track gives you the tools you need to manage and retain clients. Strategic planning and relationship management templates allow you to anticipate client needs and deliver value, with skill and precision.

Module 8: Client Management Field Guide

The Client Management Field Guide is a comprehensive system of tools and templates to help Advisors manage strategic client relationships.

Module 9: Building a Client Service Strategy for Your Practice

This guide takes you through the process of developing a client service strategy and differentiating the customer experience for your practice.

Module 10: The Annual Client Relationship Plan

A relationship plan developed with your client is a critical component to growing and retaining strong client relationships. Use the templates to develop a specific relationship plan for a client.

Module 11: Plan Benchmarking

Use this guide as a resource for conducting a plan design and operations diagnostic. This is a great work product for prospects and current clients.

Module 12: The Annual Fee and Service Review

This toolkit provides ideas for delivering consulting solutions and value-adds to your key customers. Demonstrate the ROI you deliver via the year-end annual fee and service review.