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for client meeting discussion sheets
Preparation
Review client's file and notes from previous meetings
Prepare agenda for discussion
Determine goals and objectives for the meeting
Gather necessary materials and documents
Meeting Agenda
Greet client and establish rapport
Review agenda and goals for the meeting
Discuss any updates or changes since the last meeting
Address any concerns or issues raised by the client
Discussion Topics
Review financial status and goals
Update on investment performance
Discuss any changes in risk tolerance or investment strategy
Review any new investment opportunities
Action Items
Create action plan based on discussion
Assign responsibilities and deadlines for follow-up tasks
Schedule next meeting or check-in
Confirm understanding and agreement on next steps
Closing
Summarize key points and decisions made during the meeting
Thank the client for their time and participation
Provide contact information for further questions or follow-up
Ensure client is satisfied with the meeting and next steps.
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