Webinar: "Revolutionising Annual Reviews" with Ben Peele of PortfolioMetrix
An insightful webinar hosted by Ben Peele, Managing Director of PortfolioMetrix.
The webinar will focus on how to ace your annual review meetings with clients, focussing on the purpose of these review meetings, improving the quality of our conversations, and much more.
Annual reviews are one of the most powerful opportunities to deepen client relationships, yet too often they become a box-ticking exercise rather than a moment of real value. This event is designed to shift that narrative, transforming reviews from routine check-ins into meaningful conversations that drive trust, engagement, and long-term success.
By the end of this event, you’ll walk away with practical strategies and fresh perspectives to make every review a powerful touchpoint for growth - for both your clients and your business.
Venue
- Online event
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.