Pre-Investment Meeting
Objective: Prepare for prospect in order to present best option for them and direction.
Process 1
Step 1: Preparation for Meeting
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Agenda
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Investment Plan
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IPS
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Asset Map – Link with RedTail to create prospect profile
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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 or Template 2 to Send Investment Meeting Reminder
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Sent 24 hours before the meeting
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Schedule in RedTail and take note of what is being sent
Objective: Visual representation of their situation.
Step 3: Present/Review- Agenda
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Investment Plan
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Riskalyze
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MRI
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IPS
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MM Qual Insights
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MM FMPT
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MM Historical
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MM Deployment Map
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Mind Map
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Asset Map
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TPM given to client
Pre-Investment Meeting Agenda
Prospective client's name
Investment Plan Meeting Agenda
Date of meeting
Time of meeting
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Ideal outcome for our meeting
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Overview of agenda
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Brief review of the wealth management process
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High-level presentation of the investment plan
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Address any questions or concerns about the investment plan
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Determination of commitment for moving forward
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Overview of next steps
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Schedule the Mutual Commitment Plan Meeting, if appropriate
Resources
Certificate Template: Make the True Purpose for Money Here,
user: Vesse@premierwealthcoach.com
pass: Premier2020!
Template 1: Investment Meeting Reminder
Template 2: Investment Meeting ZOOM Reminder
Script : Investment Meeting