Dual eMeeting cycle procedure


Beginning now advisors can transition to this new model one of two ways.

  1. Take some time now to review your calendar for the next several months and annotate each with the appropriate meeting code. Then when you pre-schedule future meetings in the meeting with the client you would annotate them going forward based on the clients service tier and frequency.


  2. The staff will continue to prepare the original eMeeting we have been using and will continue using for silver clients. The advisor will designate the next meeting as either investment or planning accordingly when setting the appointment in the meeting.

 

Calendar Designations: Should be the first thing listed in the subject line of the meeting in CRM

IM – this designation on the calendar means you are planning on conducting an investment focused meeting and the staff will prepare an investment focused eMeeting presentation for you.

FP - this designation on the calendar means you are planning on conducting a financial planning focused meeting and the staff will prepare a financial planning eMeeting presentation for you. You do not need to be in a formal financial planning relationship to hold a planning meeting. 100% of our clients with over $100,000 in assets with us should have a foundational advice plan. The staff has done an incredible job of getting the base plans created in Money Guide Pro so this meeting is when the advisor should be going in to re-publish the foundational advice plan.

None – this designation on the calendar means you are planning on conducting a hybrid meeting for a new client or a silver client and the staff will prepare a hybrid (what we are currently using for MAAR meetings) eMeeting presentation for you.

 

Segmentation Reminder: this is a MINIMUM annual requirement. The goal is to oscillate between the planning and investment meetings with both our platinum and gold clients throughout the year. Keeping in mind that the client ultimately will control where the conversation goes based on their current goals and concerns.