You can easily include a risk control assessment in your client's portfolio review. Our "Take Control" campaign provides tools for assessing and gauging their overall need for risk control.
In A Guide to Conducting a Risk Control Review, you’ll find quick checklists and assessment grids that will take you through these five steps and help you:
1. Assess the role of risk control
2. Highlight key risks
3. Evaluate options and make recommendations
4. Educate on fees as part of your rationale
5. Provide your commitment
Plus, you’ll receive a list of potential targeted client segments to consider when building and executing a marketing plan. Fill out the form to download your guide today.