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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:
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Sent 1 week prior to appointment
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REMINDER: Schedule in RedTail
Step 2:
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Step 1: Prepare Agenda
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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
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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
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Review of any major changes in your personal, professional or financial life since our last meeting
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Organize all paperwork
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Frame short-term progress with a long-term perspective
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Second-opinion service offer
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Schedule Regular Progress Meeting
Resources
Template 1: 45 Day Meeting Reminder
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Flowchart : Wealth Management Process & Formula
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