top of page

Post-45 Day Meeting

ObjectiveReview after meeting and assign new tasks if needed on our end to complete their file and their objectives or concerns 

Process 1

​

Step 1: Email Template 1 to send in email Follow up email confirmation 

  • Thank client for meeting, summarize meeting & confirm next meeting time. 

  • Make a note in redtail how much time in between should be left between the next Progress Meeting. Schedule or make reminder in Redtail to check in. 

Resources

logo_edited.jpg
Template 1: Follow Up Confirmation

Boston, MA:

636 Great Road,

Stow, MA 01775

 

Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144

 

Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367

 

Contact
Careers
​

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

registered-member-logo - NEA.png
  • YouTube
  • Facebook
  • LinkedIn
© 2022

This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

bottom of page