8. Regular portfolio review conversations with your client may lead to higher sales!

Regular portfolio review and re-balancing have shown to deliver extra returns over time, this would increase the probability of investors hitting their objective

What Is Rebalancing?

Rebalancing is the process of buying and selling portions of your portfolio in order to set the weight of each asset class back to its original state. In addition, if an investor's investment strategy or tolerance for risk has changed, they can use rebalancing to readjust the weightings of each security or asset class in the portfolio to fulfill a newly devised asset allocation.

 https://www.investopedia.com/investing/rebalance-your-portfolio-stay-on-track/

above is a framework on how to conduct a portfolio review conversation with your client