Senior Advisor Client Meeting - Prep Request
Senior Advisor:
Please Select
Jonathan Harris
Eric Schroeder
Nick Bliss
TJ Pipkens
Request Submitted By:
Date of Meeting:
Today's Date:
-
Month
-
Day
Year
Date
Is this a Diamond or Platinum Client?
Yes
No
**This form is for Diamond / Platinum Client Meeting for Senior Team Prep Only**
Client Name(s)
Meeting Materials Requested
Reconcile & Label All Accounts in: EM, RT, OV
Update Distributions in RT IMP INFO
Smart Draw - define details below
Printed Detailed List of all Distributions this year
RMD Summary - including what is set as Auto - what was done last year including QCDs - what has been satisfied and unsatisfied this year
Printed List of Out of Surrender Dates
Notice of CASH over 5k in accounts
Beneficiary Report - printed after verified and updated in RT
Notice of Open Workflows - any that need to be addressed at meeting?
One View Performance Report - indicate parameters below
Specific Account Trail Details - add to RT once info is gathered
OTHER - explain below
Smart Draw - to be included
Include Routine Distributions
Include Out of Surrender Dates
Include Riders
Include RMD details
OTHER - explain request below
Please explain OTHER:
Agenda
Discovery Meeting
Client Review Meeting
Agenda Details:
WMP Notes:
Commission / Trails requested on client's current products:
Notes to clarify the work being requested / account research / client or meeting needs / please be as detailed as possible:
Delivery of Meeting Materials
Add to eMoney Advisor Resources folder (Create folder if needed)
Place specific docs in SHARED FOLDER in Clients Emoney Vault - explain below
Printed and bound in presentation format
Emailed as attachments
Hand deliver printed docs
Other
Clarify document delivery / such as which docs to put in client vault / as needed:
Submit
Should be Empty: