Your review experience is a critical point in your client relationship, and having the right resources available can be the difference between presenting with confidence and feeling like you’re just getting over the line on relationship skills alone.
Our review report projects transform the review experience, delivering:
- A professional and sharp client experience that reflects the importance of the work you do;
- Consistency across advisers throughout the practice;
- Branded presentation throughout, positioning you as the trusted adviser at the centre of your client’s financial world;
- A tangible takeaway document that reflects the client’s own details, goals, and more driven by automation; and
- A supporting document that forms part of your file note and reduces risk.
Working with you to develop the review experience that is right for you and your clients, and following our proven process, you can have a review experience you can be proud of.
Empathising with your client
At Simply Kaizen, we prioritise putting your clients first. We understand that it’s essential to empathise with your clients and uncover what truly drives their needs.
By doing so, we can help you create a review process that makes them feel valued and heard. With our fresh approach and insights from across the profession, we’ll work with you to design a process that truly meets your client’s needs.
- What do you want your clients to feel?
- How can we make your clients feel heard and valued?
- What outcome are they looking for from their review?
Making the theoretical practical
We believe that theory should always be practical. That’s why we start by communicating the theory and then apply it to your client’s unique circumstances.
Whether it’s strategic asset allocation or the role of insurance, we make sure every element of your advice is linked to both principles and real-world needs. By providing an intelligent review resource, we aim to deepen understanding and engage multiple learning styles.
- What principles and concepts do we want to reinforce?
- What facts do your clients need to know?
- Where does this element sit within your client journey and education?
Your brand, your client experience
At Simply Kaizen, we know that your brand reflects your professionalism. That’s why we’ll work with you to ensure your review packs present a consistent and stylish output that reflects your expertise.
We’ll help your clients understand their responsibilities, their team, and what they need to know for the next twelve months. We aim to instil confidence and trust in your clients until the next review.
- What do your clients need to know going forward?
- How can this resource instil confidence until the next review?
- How can we engage visual learning styles and those wanting to learn more?
At Simply Kaizen, we know that one size doesn’t fit all, which is why each review pack is custom-built with your unique needs and goals in mind. We bring together the best of continuous improvement philosophies and design thinking to create a collaborative process that puts you in the driver’s seat.
1 – Frame
First things first, we take a deep dive into your current processes and identify what’s working, what’s not, and where there’s room for improvement. We work closely with you to determine what truly adds value and what can be streamlined.
2 – Ideate
Let’s dream big and make it happen! We’ll merge your vision with our expertise in tech and professional know-how to craft a plan that takes you to new heights.
3 – Create
Our team will project manage the build of your review pack, from research to visual design to sourcing the perfect testimonials and more.
4 – Prototype
Before we finalise anything, we’ll create a manually built sample output for use in a live review meeting. This allows us to capture unforeseen insights on flow, length, and other important factors.
5 – Do
Once we have your stamp of approval, we’ll build the final automated document to your exact specifications. We’ll work with your team to test and iterate until it’s perfect.
The end result is a polished and professional resource that showcases your expertise and reflects the value you bring to the table. Plus, it’s a tangible takeaway that your clients will love.
Interested in improving your review experience?
The team at Simply Kaizen are here to help advisers like you and your team to do more.
Our transformative, modern, and comprehensive review pack means better meetings for you, more tangible outcomes for your clients, more consistency in your practice, better record-keeping, and more.
Find out what could be possible for your next review meeting today!
To get started on transforming your review experience, complete the form below and we’ll organise request a demo with you.
Please note that if you’re concerned about being able to use something like this, we do a lot of work on data clean-up and have packages such as our Xplan Alerts service. We would be happy to talk to you about how we can help with that as well, simply get in touch.