Financial planners: create prep tasks before discovery meetings
Financial planners: create prep tasks before discovery meetings
Financial planners miss prep for discovery meetings, causing incomplete paperwork and onboarding delays. Tasks created one day before meetings ensure planners collect documents and arrive prepared.
Overview
Financial planners risk onboarding delays and lost client trust when discovery meetings go unprepared. This workflow creates a prep task before every discovery meeting so planners gather documents and talking points and start client conversations prepared. Advisors see fewer missed prep items and smoother handoffs to onboarding.
Notable Features
- Create prep tasks before meetings
- Attach client document checklist
- Assign tasks to the planner