Pre-Mutual Commitment Meeting
Objective: Preparation for collaborating with new client
Process 1
Step 1: The advisor prepares for the mutual commitment Meeting
Preparation for Mutual Commitment Meeting
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Retainer Agreement
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Any other specific paperwork needed from client
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Agenda
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Prepare File Folder
Step 2: We send out a reminder for the next meeting 24 hours before meeting
Email Template to Send out Reminder for Mutual Commitment:
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Before the mutual commitment meeting sent 24 hours before meeting.
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REMINDER: Schedule in RedTail
Pre-Mutual Commitment Meeting
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Prospective client's name
Mutual Commitment 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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Address any questions or concerns about the investment plan
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Execute documents needed to implement the investment plan
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A word of warning about “buyer’s remorse”
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Explanation of the concentrated nature of investment gains
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Second-opinion service offer
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Schedule the 45-Day Follow-up Meeting
Resources
Script: Mutual Commitment 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
Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.
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.