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
Resources
Template 1: Email Reminder for Progress Meeting
Template 2: Email Reminder for Zoom Progress Meeting
Template 3: Script for Meeting
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
Flowchart : Wealth Management Process & Formula