Pre-Investment Meeting

Objective: Prepare for prospect in order to present best option for them and direction. 

Process 1

 Step 1: Preparation for Meeting 

  • Agenda 

  • Investment Plan 

  • IPS 

  • Asset Map – Link with RedTail to create prospect profile 

  • Mind Map – Link with RedTail to create prospect profile 


Print out Certificate for TPM - TPM- True Purpose for Money Certificate (Template on Canva) 


Step 2: Template 1 to Send Investment Meeting Reminder  

  • Sent 24 hours before the meeting 

  •  Schedule in RedTail and take note of what is being sent  

Objective:  Visual representation of their situation. 


Step 3: Present/Review- Agenda 

  • Investment Plan 

  • Riskalyze 

  • MRI 

  • IPS 

  • MM Qual Insights 

  • MM FMPT 

  • MM Historical 

  • MM Deployment Map 

  • Mind Map 

  • Asset Map 

  • TPM given to client  

Pre-Investment Meeting Agenda 

Prospective client's name 

Investment Plan Meeting Agenda 

Date of meeting 

Time of meeting 



  • Ideal outcome for our meeting 

  • Overview of agenda 

  • Brief review of the wealth management process  

  • High-level presentation of the investment plan   

  • Address any questions or concerns about the investment plan 

  • Determination of commitment for moving forward 

  • Overview of next steps  

  • Schedule the Mutual Commitment Plan Meeting, if appropriate 



Certificate Template: Make the True Purpose for Money Here,


pass: Premier2020!


Template 1: Investment Meeting Reminder


Script : Investment Meeting


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

Tel. 818-888-4646

Fax. 818-888-4647

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

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© 2020

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.