Made for Financial Advisors
Make the Review Meeting Matter
Also useful for: Financial Planners, people in Finance
Run client reviews with practical agendas, questions, checklists, scripts, and follow-up tools that move important decisions forward.
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Lead clearer review meetings when life changes, competing goals, account concerns, or unfinished action items need focused attention.
What you'll walk away with
✓A decision-focused review agenda
✓Clear answers to common account questions
✓Review questions tied to major life changes
✓A practical way to compare competing goals
✓An organized system for review action items
✓A complete pre-review file check
Economic outcome
Improve Productivity
Outcomes are illustrative and not guaranteed.
Your Make the Review Meeting Matter path
Complete in order for the strongest progression- Prompt
- Guided
- Workflow
- Checklist
- Template
- Playbook
- Sequence
Prompt
Organize Information
Build a Decision-Focused Review Agenda
Organize review materials into clear priorities, decision points, questions, and follow-up actions.
Prompt
Explain Something
Answer a Client Account Question Clearly
Turn account details into a plain-language client response with clear verification checks and a practical next step.
Guided
Organize Information
Turn a Life Change Into Review Questions
Prepare a review-ready question set from a client's job change, inheritance, marriage, divorce, move, or health event.
Guided
Compare Options
Help a Client Choose Between Competing Goals
Frame a clear choice between two financial goals without hiding costs, timing conflicts, or important unknowns.
Workflow
Build a Schedule
Keep Review Action Items Moving
Track every review commitment from agreement through confirmed completion.
Checklist
Create a Checklist
Check the Client File Before a Review
Turn scattered client records into a focused pre-review checklist with clear gaps, questions, and follow-up priorities.
Checklist
Create a Checklist
Close the Review With Clear Decisions
Turn the final minutes of a client review into a clear record of decisions, owners, deadlines, and follow-up.
Template
Write a Message
Send a Useful Post-Review Recap
Draft an accurate follow-up email that turns a completed client review into clear next steps.
Playbook
Compare Options
Handle a Changed Retirement Date
Recalculate the retirement path when a client moves the target date earlier or later, then turn the change into decisions for the next review.
Sequence
Organize Information
Find What’s Changed Since the Last Review
Turn scattered changes since the prior review into a ranked list of review topics, open questions, and next actions.