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UK Financial Adviser

Pre-Meeting Operations

Meeting Planning

Simply put, a meeting plan establishes what needs to be done before, during, and after a meeting. Basically, it brings everyone on the same page on the most important topics. A meeting plan is all about what you want from the meeting and the results you want at the end of the meeting.

First Meeting Handover

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.

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