Pre-Regular Progress  Meeting

Objective:  Review their documents and accounts for any new awareness 

Process 1

Step 1: Advisor checks in on the accounts health and summarizes a plan or plan of action for clients. 

 

Step 2: Email Template 1 to send Reminder letter sent 24 hours before meeting,  

Template to send out before Regular Progress Meeting 

  • Check when its scheduled for in your notes on Redtail. 

 

Email Template 2  for an online Zoom Meeting: Email Template Zoom Link Confirmation  

Process 2 

Objective:  Review accounts  

 

Investment Accounts: Compiling review information 

 

Step 1: Download account information from Matson Money 

Step 2: Download account information from EMoney 

Prepare account reports from EMoney 

Step 3: Download pdf of Annuity snapshot 

Download last statement if no snapshot 

Step 4: Prepare AssetMap document 

Pre- Regular Progress Meeting

Agenda

Client's name 

Regular Progress Meeting Agenda 

Date of meeting 

Time of meeting 

 

 

  • Ideal outcome for our meeting 

  • Overview of agenda 

  • Address any questions or concerns 

  • Review of any major changes in your personal, professional or financial life since our last meeting 

  • Review of investment performance relative to realizing your financial goals  

  • Presentation of advanced plan 

  • Discuss and prioritize action items in advanced plan 

  • Second-opinion service offer and request for additional assets 

  • Schedule next Regular Progress Meeting 

Resources

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Template 1: Email Reminder for Progress Meeting

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Template 2: Email Reminder for Zoom Progress Meeting

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Template 3: Script for Meeting

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Flowchart : Wealth Management Process & Formula

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

 

info@premierwealthcoach.com

Tel. 818-888-4646

Fax. 818-888-4647

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

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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.