Many of the best Advisors use newsletters or annual reviews to stay in front of their clients. A number of Advisors use annual reviews in combination with newsletters; and for good reason, both of these are proven to be effective at keeping your clients as clients and garnering new sales.


Did you know that statistically 1 out of 4 annual reviews result in a new sale? And that is if they are being done each and every year. If a review hasn’t been done in a while (obviously, we then couldn’t call it an annual review) the likelihood of a new sale is even higher.

For those of your clients who own business or are professionals, the following is a nice little piece to use in an annual review, or as newsletter fodder. There are tons and tons of things like this out there but this one is short, sweet, to the point, and doesn’t “talk” over your clients’ heads.

There is a part 2 to this story, or actually, a page 2. Page 2 is a fill-able form where you can obtain a valuation of you client’s business free of charge. Talk about a value add! This is the link to download the Business Planning Tools Fact Finder.

It is completed according to generally acceptable accounting principles and is rendered by professionals with the expertise to do so. The form to order it is included as part of the attached form.