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> template for client meeting discussion sheets
template for client meeting discussion sheets
Pre-Meeting Preparation
Review client file and notes
Prepare agenda based on client's needs and goals
Gather necessary materials (reports, documents, etc.)
Confirm meeting time and location
Meeting Agenda
Introduce yourself and team members
Review agenda and discuss objectives for the meeting
Present any updates or new information
Address any concerns or questions from the client
Client Goals and Progress
Review client's goals and progress since last meeting
Discuss any challenges or obstacles
Brainstorm solutions and next steps
Set new goals and action items
Financial Review
Review client's financial situation and investments
Discuss any changes in goals or risk tolerance
Evaluate performance against benchmarks
Make any necessary adjustments to financial plan
Action Items and Follow-Up
Summarize key points and action items from the meeting
Assign responsibilities and deadlines
Schedule follow-up meetings or check-ins
Provide contact information for further questions or support
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