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UK Financial Adviser

Post-Meeting Operations

First Meeting Handover Form

At the back of the first meeting with a lead, a handover form needs to be completed. Essentially, the form is a recap of everything that was discussed in the meeting. It is intended to help anyone that was not present in the meeting to have a clear understanding of what was discussed and what the action points are going forward. Using the form below and following the wizard, the handover automatically gets posted to Asana, gets emailed to support staff, updates insightly fields and updates the client bio.

Review Meeting Handover Form

At the back of the review meeting with a client, a handover form needs to be completed. Essentially, the form is a recap of everything that was discussed in the meeting. It is intended to help anyone that was not present in the meeting to have a clear understanding of what was discussed and what the action points are for the year going forward. Using the form below and following the wizard, the handover automatically gets posted to Asana, gets emailed to support staff, updates insightly and updates the client bio.

Follow Up Meeting ** Client Win ** Handover

At the back of the follow-up meeting with a lead where a client was won, a handover form needs to be completed. Essentially, the form is a recap of everything that was discussed in the meeting. It is intended to help anyone that was not present in the meeting to have a clear understanding of what was discussed and what the action points are going forward. Using the form below and following the wizard, the handover automatically gets posted to Asana, gets emailed to support staff, updates insightly and updates the client bio.

Follow Up Meeting ** Non Client Win ** Handover

At the back of the follow-up meeting with a lead where a client was won, a handover form needs to be completed. Essentially, the form is a recap of everything that was discussed in the meeting. It is intended to help anyone that was not present in the meeting to have a clear understanding of what was discussed and what the action points are going forward. Using the form below and following the wizard, the handover automatically gets posted to Asana, gets emailed to support staff, updates insightly and updates the client bio.

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