financial advisor client meeting agenda template

#Financial advisor client meeting agenda template software

Then we'll use Fact Finder Part III to organize and gather detailed investment account data, if needed. We'll s tart with what we call Fact Finder Part II to get to know you well enough to make recommendations. This is where we'll collect your financial data needed to input into financial plan software. Then we'll set up the next appointment, which is for gathering financial information needed to get to know you, and run financial projections. Then we'll engage by executing written and agreements, and give you our SEC Form ADV and Then you can talk all you want to about things like what do you want to hire us to do for you. Historical investment portfolio returns and yields, and review of the Cost Benefit Ratio. So you can see what you'll be receiving if you hire us. We'll also show you a sample financial plan Returns ( Fact Finder Part I or In-Person Fact Finder). We'll discuss how we get paid: Financial compensation plus referrals. State of the art comprehensive and integrated We'll coordinate with your other financial advisors. We'll discuss confidentiality so you'll know everything you tell us is a secret. Then we'll tell you what we do, which is:Ĭonduct discovery, generate financial reports, make andĪnd monitoring and reviewing your case as time goes by. We'll give you an overview of the financial planning process. Selected Links to Other Relevant Money Websites

#Financial advisor client meeting agenda template software

List of Free Financial Planning Software Demos Questions about Personal Finance Software? Call (707)ĩ96-9664 or Send E-mail to Downloads and Money Toolsįree How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Mythsįree Sample Comprehensive Financial Plansįree Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources Site Information, Ordering Security, Privacy, FAQs The financial planning software modules for sale are on the right-side column)Ĭonfused? It Makes More Sense if You Start at the Home Page Sample Financial Planning Client Pre-appointment Letter