Ep. 37 | Mastering Client Review Meetings

Client review meetings are one of the most overlooked tools in a financial advisor’s business. Rob Romesburg explains how to turn routine client reviews into powerful conversations that strengthen trust, improve client retention, and position you as a long-term partner, not just an advisor. You’ll learn why clients leave even when performance is strong, how to create a simple and repeatable review process, and what to focus on in every meeting to keep clients engaged and confident in your leadership.