Smart advisors prepare intensely when they go into renewal discussions with clients, but smarter advisors know that even off-cycle sessions play a key role in improving relationships. Planning for off-cycle sessions can go a long way to show your clients what an invaluable resource you are.

Download this infographic for more information on three key steps you can take to make the most of client conversations outside of renewal season. These include:

• Addressing problems you didn’t have time to before
• Creating strategic plans for the future
• Looking for ways to add value

Use this tool as a primer before client meetings to increase your retention rates! You’ll also get the opportunity to access a checklist that you can print and take with you to keep your meetings on track.