Previously, we published a blogpost on Six steps to implementing Active Client Management. We have summarized that blogpost in this infographic. The blogpost also features the Active Client Management Canvas that helps you structure step 4 and 5. You can download it for free.
Active Client management is part of the smart advice cycle, that consists of Guided Advice, Prevalidation and Active Client management. You can read more about Guided Advice here. Or check out our news page for more articles on hyper-agility, nudging and building an advice framework.