How to use this template pack
Send the agenda a week ahead so clients know what to prepare, then send the after-meeting summary. As a lead magnet it shows other advisors a tidy review process.
What is inside
- Section 1: The invitationSubject: Your review on [date].
- Section 2: The agenda at a glance1.
- Section 3: What has changed for youAsk: since we last met, what has changed at work, at home or with your health?
- Section 4: How the plan is doingGoal: [goal].
- Section 5: What has changed in the worldOnly what affects this client: [change one and why it matters to them], [change two and why it matters].
- Section 6: Decisions for todayDecision: [decision].
- Section 7: Next steps[Who] will [action] by [date].
- Section 8: The follow-up summarySubject: What we agreed on [date].
Three title ideas for your own version
- The annual review agenda
- Client review meeting template
- A one page review agenda
Where to promote it
- advisor communities
- professional forums
How far ahead should a review agenda be sent?
About a week gives people time to gather documents and think about what has changed. Adjust the timing to suit your clients.
Make this template pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Use this templateBuilt with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.