6.1 - Pre-meeting Checklist for Adviser's Clients

6.1 - Pre-meeting Checklist for Adviser's Clients

Use this document to help clients prepare for their meeting with you. This will set the expectation of a professional service. The checklist covers the information that you will require to complete a factfind and includes 

  1. Personal Assets & Liabilities
  2. Family Situation
  3. Risk Cover
  4. Estate Planning and POAs

 This document is part of the starter pack. If you have purchased the starter pack you have access to this document.