Question 1

What should a client review meeting agenda include?

Accepted Answer

What's changed in the client's life, how the portfolio and plan are tracking, taxes and estate items, goals for the year ahead and clear action items. Sending it in advance, with a short list of what to bring, lets clients come prepared and keeps the meeting on time.

Question 2

What questions should I ask in a discovery meeting?

Accepted Answer

Start with what the client wants their money to make possible and what's worrying them, then their current picture: accounts, income, debts, insurance and past advisors. The discovery template starts you with questions like these, and you can rewrite any of them.

Question 3

What's the difference between the agenda and the prep sheet?

Accepted Answer

The agenda goes to the client: meeting details, a timed agenda, what to bring and questions to think about. The prep sheet is for your team: the same agenda with a prep note under each item, plus checklists for before and after the meeting. Prep notes never appear on the client's copy.

Question 4

Can I change the agenda items and times?

Accepted Answer

Yes. Rename, re-time, reorder, add or remove any item. Set a start time and each item's start time is filled in for you.

Question 5

Is anything I enter sent anywhere?

Accepted Answer

Your client details aren't. The generator runs in your browser and both PDFs are created on your device. The only thing sent is the contact info you give us to download them.

Meeting agenda generator

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