1 / 1

A Year in the Life of a <Advisory Practice> Client

<Logo>. A Year in the Life of a <Advisory Practice> Client. <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> --------------------------

nemo
Download Presentation

A Year in the Life of a <Advisory Practice> Client

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. <Logo> A Year in the Life of a <Advisory Practice> Client <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Attend Appreciation Event <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Read Newsletter <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Read Newsletter <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Create Client Summary, Performance Reports, and Recommendations -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Appreciation Event -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Send Out Bi-Annual Newsletter -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Create Client Summary, Performance Reports, and Recommendations -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Send Out Bi-Annual Newsletter -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text>

More Related