In this session, we break down how advisory firms can turn client reviews from reactive meetings into a structured, repeatable process. We cover how to simplify client segmentation, how to set review cadence, how scheduling can collect useful meeting data before the call, and more. Louis and Nora share what they see working across many of the fastest-growing advisory firms. Firms using Hubly are growing on average 30 percent faster, and a big part of that growth comes from operational clarity.If you want client reviews that feel organized, intentional and easy to scale, this replay walks through the exact approach.