Customer Service Model
Customer service can be a bit of a buzzword, frequently uttered, but not often defined. If our relationship develops into a client relationship (post financial plan and action item creation), below is what you should expect of me:
January – Annual Performance Report/Review (if I am responsible for money management)
February – Update Financial Planning assumptions
March – Quarterly Newsletter
April – Check-in on any open Financial Planning tasks
June – Annual Insurance/Estate Review
- Quarterly Newsletter
July – Prior Quarter Performance Review (if I am responsible for money management)
August – Check-in on any open Financial Planning tasks
September – Quarterly Newsletter
October – Prior Quarter Performance Report (if I am responsible for money management)
November – End-of-Year Tax Planning Meeting
December – Quarterly Newsletter
An aspect not listed above, based on the level of portfolio responsibility, is the monthly task of your portfolio review and rebalancing analysis. Obviously, any recommendations for change are communicated directly and immediately. Confirmation of any change made is communicated upon completion.
The above reflects a calendar year for illustration purposes. Your experience may be different based on your beginning date.