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