45-Day Follow Up Meeting

The purpose of this meeting is to help our clients organize the paperwork that was mailed to them throughout the conversion and transfer of accounts.  We provide organizational binder(s) if needed and review our new clients expectations.  We discuss the upcoming Wealth Management Network Meeting and review the Total Client Profile again to be sure that we have captured the important information needed for our expert network to evaluate prior to the recurring scheduled portfolio review meetings.

 

 

 

 

 

 

 

 


 

 

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