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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  

Resources

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Template 1: 45 Day Meeting Reminder

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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

 

Contact
Careers
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Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

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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.

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