Rising Tide Blog

Revamped Client Review Process

Posted by Matt Hale

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During 2024 & 2025, you will start to notice some changes in our client review process that will

1) ensure your advice is better tailored to your goals and situation than ever before

2) bring your strategy & product recommendations to life fast than ever before

3) allow us to take you through your strategy changes at your review meeting, not weeks or months later