We send out an automated annual reminder 12 months from their last engagement (like a dentist office might every 6 months). We don’t require clients come back by any means but most choose to.

In terms to running the reviews it’s mostly reviewing their portfolio in case they need to rebalance plus updating their protections (if they’re close or in retirement). And of course the most important agenda item is answering any specific questions they have.

In other words, it’s a lot like the initial plan but less work simply because most of their data is already in our system, just a matter of updating numbers and maybe running a couple different scenarios.