Annual review meetings booked from the client list
Reviews slip when nobody has time to phone four hundred households. She calls each one in its review month, books the meeting, and asks what's changed so the advisor walks in ready.
A household's review month comes up, from your CRM.
Calls, books the review in person or by video, asks about changes in work, health and family.
Every household reviewed on time, with what's new noted before the meeting.
How it works
- Works the review list
Households due this month, by advisor, from your CRM.
- Calls warmly
"Ms. MacIsaac would like to sit down for your yearly review." A friendly invitation, not a reminder notice.
- Asks what's new
A new job, a retirement date, a new grandchild, a health change, a home sale. Each goes on the meeting note.
- Books the meeting
In person, by video or by phone, with both spouses when there are two.
- Sends any forms
The yearly know-your-client update or risk questionnaire your practice uses, by email to fill in ahead.
- Comes back to the maybes
A household that wants to wait gets a callback date, and the advisor sees who has gone two years without one.
Example call
- AI agentHi Mrs. Dube, it's Emma from Harbourview Planning. Ms. MacIsaac would like to sit down for your yearly review. Is now a good time?
- CustomerOh, is it that time already? Sure.
- AI agentIt is. Has anything changed this year she should know about?
- CustomerPaul retired in June. And we're thinking about selling the house in Dartmouth.
- AI agentTwo big ones, thank you. I'll note both. I have Tuesday the 17th at 2 or Thursday the 19th at 10, in the office or by video.
- CustomerThursday at 10, in the office.
- AI agentBooked for both of you. I'll email the yearly update form so you can fill it in before you come.
After the call: Ms. MacIsaac sees Thursday 10:00 with "Paul retired June, considering sale of Dartmouth home" on the meeting, and the update form is on its way to the Dubes.
What your team gets
- Every household's review booked in its month
- Life changes noted before the advisor walks in
- Yearly update forms sent ahead of the meeting
- A list of households overdue for a review
- Reviews booked by advisor, month by month
Questions
Will she talk about how their portfolio did?
No. She books the review. Results and recommendations come from the advisor.
Can she send the yearly forms?
Yes. She emails the forms your practice uses and notes when they come back.
What if a client wants a different advisor?
She notes it politely and passes it to the person you choose.
Hear it on your phone
Request a demo call and the agent phones you, set up for financial planners like yours.