Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at firstname.lastname@example.org.
Whether you are advising novice or experienced investors, it is critical to review their investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you and your clients evaluate and confirm their strategy, ensuring alignment with their financial goals. This can also be a helpful tool to use with prospective clients who come to you looking for a second opinion.
This checklist helps guide your conversations with clients when reviewing their investment portfolios, and covers:
Click here for a client-facing email template.