Keep investment advisor prep protected before seasonal client meetings
Keep investment advisor prep protected before seasonal client meetings
Investment advisors miss prep for seasonal reviews, risking rushed advice and missed cross-sells. This workflow adds a 90-minute block two weeks before seasonal meetings so advisors get prep time and an agenda prompt.
Overview
Investment advisors lose preparation time when seasonal meetings land without protected prep, risking rushed advice and missed opportunities. This workflow reserves a 90-minute prep block two weeks before each booked seasonal meeting and attaches an agenda prompt—reducing missed prep windows and keeping client conversations focused.
Notable Features
- Add 90-minute prep blocks
- Trigger from CRM seasonal bookings
- Attach agenda template to event