Client Meeting Preparation

Meetings with Maximum Value

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.


Flexible Solutions

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.

How the Service Works

We have a turnkey process for getting you started with our Client Preparation team:

Step 1.

Agreements and Access

Agreements and Access

You will sign up for our service via an FC Agreement, and our team will request OBO Access for your practice. Let us know your preferences and desired meeting themes, investment philosophies, and opportunity preferences.

Step 2.

Weekly Notification

Weekly Notification

Each week, you will notify us of your upcoming appointments so that our team can create the eMeeting presentation and supporting documents - which include an advisor agenda and any additional reports (PMT, Morningstar, etc.)

Step 3.

Case Deliverables

Case Deliverables

Our team will deliver the prepared items for each upcoming client meeting. You will have a chance to review, edit, and finalize all details prior to the client meeting. For those who opt for the Client Meeting Coordinator service, you will have a 1:1 meetings to review specific recommendations with a dedicated expert.

Essential eMeeting Prep

$20 per case

  • • eMeeting Presentation suitable to your preferences
  • • Themed Meeting Advisor Agenda Template

Full eMeeting Prep

$35 per case

  • • Everything in Essential Prep
  • ---
  • PLUS
  • ---
  • • PDF or Imbedded reports
  • • Client Viewer Report
  • • Investment Details
  • • Total view information
  • • Portfolio Manager
  • • NaviPlan Fact Finder
  • • Trade reports
  • • Gainloss reports
  • • Insurance Reprojections

Client Meeting Coordinator

$1,000 per month

  • • Preliminary Review & Data Collection
  • • Weekly Online Meeting
  • • Advisor Agenda with opportunities
  • • Customized eMeeting presentation
  • • Additional Report

Key Features of This Service

Our Client Meeting Preparation Service comes with many benefits that drive your client service model.

Themed Client Meetings

We help you blend standardization with customization through our Themed Client Meetings. Keep your meetings engaging and on-point by focusing on different aspects of the clients needs each time.

Advisor Facing Agenda

Our advisor facing agenda helps you stay organized and on track while holding your case prep meeting. This helps ensure you cover everything you need in your meetings with the clients.

Client Facing Presentation

We utilize eMeeting through Ameriprise CRM to help you deliver a consistent world class experience, virtually or in the office. Ameriprise’s eMeeting uses all the available data in their systems to create a presentation that will enhance your client’s experience.

How to Begin

Want to learn more about this service?  Find out if our service is right for you. Complete our quick contact form, and one of our representatives will reach out to you or use our live chat feature below.

Our Client Meeting Preparation Team

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.

Jessica WallaTeam Leader
Ph: 248.716.6129
Kevin StoverData Analyst
Andrea CwiklinskiFinancial Analyst
Ph: 248.707.1073
Amber ClineData Analyst
Ph: 248.244.0753
Frank StoverFinancial Analyst
Natasha LynnData Analyst
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