Getting client meeting frequency right is one of the most important levers in building trust, improving advice outcomes, and growing a scalable advice business. But how often is enough?
According to Morningstar (2024), clients who met with their adviser quarterly reported the highest satisfaction. Interestingly, satisfaction gains began to plateau beyond quarterly meetings. And meeting length? It mattered far less than consistency and quality. What constitutes an appropriate cadence?
It depends. A once-a-year check-in might be enough for retired clients with simple needs. But a business owner or high-net-worth client with complexity likely needs more frequent reviews. Here’s a quick guide:
| Client Type | Recommended Cadence |
|---|---|
| High-net-worth / Complex | Monthly or quarterly |
| Accumulators / Mid-career | Quarterly |
| Retired or Delegator Clients | Annual or Semi-Annual |
| New Clients (first 12 months) | Bi-monthly |
The key isn’t to simply increase meetings—it’s to meet smarter. Use your CRM to segment clients and automate your review process. AstuteWheel makes this easy with digital questionnaires, client portal, structured workflows, and visual modelling tools. Clients also appreciate clarity. Set expectations by offering a “meeting menu”:
- Strategy or goal review
- Tax and super planning
- Investment performance update
- Estate or intergenerational planning
And remember even if formal meetings are annual, consistent contact still matters. Use newsletters, birthday messages, or short educational videos to remain top of mind between meetings.
Quick Implementation Steps
- Audit client meeting history
- Segment clients by complexity and needs
- Structure quarterly or annual reviews
- Communicate your service model
- Use AstuteWheel tools to streamline every step
Ultimately, the goal is not just more meetings—but more value from each one. By getting your cadence right and systemising your approach, you build stronger relationships, demonstrate ongoing value, and grow your practice with confidence.
Need help setting up your client review process or using workflows? Contact our support team or visit the AstuteWheel Training Library today.
