As the second quarter draws to a close, many of you will be making preparations for your quarterly client reviews.
While each client and each client’s situation is unique, inevitably there are things you need to talk about, things you want to talk about, and things your clients want you to talk about. Not to mention the things that nobody seems to want to talk about…
As you make those preparations, this week we’d like to know what you think will fall into each of those categories — and what you’d change if you could.
Respond to this week’s NAPA Net reader poll at https://www.research.net/s/q215reviews. Or email me at [email protected].
We’ll share the results on Friday.
