Post-Discovery Meeting
Objective: Gather all information for our vault of information to better give direction.
PROCESS 1:
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Step 1: After the meeting, send out the template below to confirm the next appointment you have already scheduled for the Investment Meeting.
Email Template to send: Discovery Meeting Confirmation Follow up :
Scheduled within 24hours of meeting. Includes a formal greeting & 2 financial key goals. Next date and time for meeting is set up.
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Attachment 1 : Portfolio Survey Questions from Survey Monkey
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Attachment 2: Riskalyze Questions
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Link: Intro Video
Documents to be attached to the Discovery Meeting follow up email and sent within 24 hours of scheduling the Investment Plan Meeting. Generic Docs, No Names & No Signatures needed. Make sure registered in email & Redtail
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Attachment 1: Form ADV-PT 2,
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Attachment 2: Engagement Standards & Description of Services
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Attachment 3: Privacy Policy
Resources
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Attachment 1 : Portfolio Survey Questions from Survey Monkey
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https://www.surveymonkey.com/r/QPHVFCP
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Attachment 2: Riskalyze Questions
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https://pro.riskalyze.com/embed/953cd580a266c73bd968
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Link: Intro Video
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Soon to Come
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Attachment 1: Form ADV-PT 2
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Attachment 2: Engagement Standards & Description of Services
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Attachment 3: Privacy Policy
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