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Pre-45 Day Meeting

Objective:  Review all accounts and meet up again with client. 

Process 1

Step 1: Email Template 1 for 45 Day Meeting Reminder Letter:  

  • Sent 1 week prior to appointment  

  • REMINDER: Schedule in RedTail 



Step 2: 

  • Step 1: Prepare Agenda 

  • Step 2: Prepare File folder  

Pre-45 Day Meeting Agenda

Client's name 

45-Day Follow-up Meeting Agenda 

Date of meeting 

Time of meeting 



  • Ideal outcome for our meeting 

  • Overview of agenda 

  • Address any questions or concerns 

  • Review of any major changes in your personal, professional or financial life since our last meeting 

  • Organize all paperwork  

  • Frame short-term progress with a long-term perspective 

  • Second-opinion service offer  

  • Schedule Regular Progress Meeting  



Template 1: 45 Day Meeting Reminder


Flowchart : Wealth Management Process & Formula

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