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. 


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

Tel. 818-888-4646

Fax. 818-888-4647

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

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