Client Meeting Preparation Template

Client Meeting Preparation in Priority Matrix

Ensure successful client meetings by thoroughly preparing financial documents and strategies.

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Proposed Tasks

High Impact, Urgent

• Review Final Agenda with Team - due in 1 day
  ☐ Go over final meeting agenda with team ☐ Discuss any last-minute changes
• Conduct Pre-Meeting Brief with Team - due in 1 day
  ☐ Go over final preparations with team ☐ Discuss any last-minute details
• Review Client's Goals - due in 3 days
  ☐ Review client's financial goals ☐ Prepare to discuss how the strategy aligns with these goals
• Review Client's Risk Tolerance - due in 3 days
  ☐ Review client's risk tolerance ☐ Prepare to discuss how the strategy aligns with this risk tolerance
• Review Client's Financial Documents - due in 1 week
  ☐ Collect client's financial documents ☐ Analyze financial documents ☐ Prepare a summary of the analysis
• Practice Presentation - due in 1.5 weeks
  ☐ Run through the presentation ☐ Make necessary adjustments ☐ Finalize presentation
• Study Market Trends - due in 2 weeks
  ☐ Research recent market trends ☐ Analyze impact on client's portfolio ☐ Prepare a report on market trends

High Impact, Not Urgent

• Prepare for Potential Questions - due in 3 days
  ☐ Anticipate potential questions from the client ☐ Prepare responses
• Review Meeting Agenda with Team - due in 3 days
  ☐ Go over meeting agenda with team ☐ Assign roles for the meeting ☐ Discuss potential questions and responses
• Review Presentation with Team - due in 1.5 weeks
  ☐ Go through the presentation with team ☐ Receive feedback and make adjustments
• Develop Financial Strategy - due in 3 weeks
  ☐ Based on the analysis of financial documents and market trends, develop a comprehensive financial strategy ☐ Discuss strategy with team members for feedback
• Finalize Financial Strategy - due in 4 weeks
  ☐ Review financial strategy with team ☐ Make necessary adjustments ☐ Finalize the strategy

Low Impact, Urgent

• Prepare Closing Remarks - due in 1 day
  ☐ Prepare closing remarks for the meeting ☐ Review remarks with team
• Prepare Meeting Agenda - due in 1 day
  ☐ Outline topics to be discussed in the meeting ☐ Allocate time for each topic ☐ Add a buffer for unexpected discussions
• Prepare Meeting Notes - due in 1 day
  ☐ Outline key points to be discussed in the meeting ☐ Prepare a note-taking template
• Coordinate Meeting Logistics - due in 2 days
  ☐ Confirm meeting date and time with client ☐ Prepare meeting materials ☐ Set up meeting room
• Prepare Presentation Slides - due in 1 week
  ☐ Outline key points for the presentation ☐ Create slides ☐ Review and revise slides

Low Impact, Not Urgent

• Print Meeting Materials - due in 1 day
  ☐ Print all necessary documents for the meeting ☐ Organize documents in a folder
• Confirm Meeting Logistics - due in 1 day
  ☐ Check meeting room setup ☐ Ensure all materials are prepared
• Send Meeting Reminder to Client - due in 2 days
  ☐ Prepare reminder email ☐ Send email to client