Imagine working so much less and doing so much more. That is what our Client Meeting Preparation Service delivers to you. We take over the time-consuming task of preparing for client meetings so that you can walk into each meeting sharp, ready to deliver value.

Our team reviews each aspect of your client's situation so that nothing falls through the cracks and all opportunities are identified ahead of time. You will deliver consistent, high-quality service to your clients, maximizing every moment of your interaction, and focusing your team's time on other high-value tasks.

We offer flexibility based upon your needs and your budget. Some advisors use our services to augment prep work that is already being done in-house, while others rely on us to completely replace the need for an in-house team.

Our service can be customized to your specific preferences - allowing your personality and service style to shine through.

In addition to the specific meeting preparation services, you can opt for a Client Meeting Coordinator to receive additional help with preparation - including other analysis tools and 1:1 meetings with your coordinator to review recommendations.

Our team has extensive experience in the industry with systems and best practices that drive results. We cannot wait to help you achieve your goals.