Review Meeting

Sample Agenda: 

  • Verify contacts, emails, photo (CRM), Newsletter

  • Health: Any Changes?

  • New Financial/Life Goals?

  • New Issues/Concerns?

    • What’s Important to You?

  • Portfolio & Plan Review

    • Net Worth, Investment Account Review, Retirement Cash Flow Analysis

  • Taxes

    • IRA/Roth Conversions, QCD, Tax Management

  • New Business/Recommendations

  • Are We Serving You Well?

    • What Else Can We Do?

    • We grow buy doing an excellent job for our valued clients and them introducing us to others. 

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