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The 45-Day Meeting Agenda Item Checklist

The 45-day Meeting is an integral checkpoint in the BWC client process. It is designed to tie up any loose ends from prior planning sessions, chart a course for future meetings and planning priorities, continue the process of value creation for the client. You should allow 90 minutes for this meeting. Key elements typically include:

The 45-Day Meeting Agenda Item Checklist

  • Review updated Circle Chart & Implementation Plan
  • Review Schwab account opening statements
  • Introduce and walk through the Client Portal (See Note Below)
  • Set up for e-delivery from Charles Schwab
  • Agree on a meeting rhythm
  • Agree on a focal point for the next Meeting
  • Discuss the New Client Survey they will receive via email following the 45-Day meeting and ask them to complete. (See Note 2 Below)
  • Introduce the True Wealth Tracker and Cards

True Wealth Tracker

NOTE: Tamarac has set a 72-hour limit for the activation link for your client’s portal. As a best practice, do not send (or request the Home Office to send) the activation email to the client until the day of the meeting so that the link has not expired by the time you conduct the 45-day meeting. The only exception to this should be if you have coordinated with your client so that he or she is expecting the activation email and clicks on the link in the email before it expires.

Another activation email can easily be sent, but not being able to access the client portal during the 45-day meeting would not add to your client relationship.

NOTE 2: If your client does not use email or prefers a mailed survey, there are two options.

  1. Option 1 is to have a printed new client survey at the meeting and a self-addressed, stamped envelope for them to mail it back to you
  2. Option 2 is to mail a printed new client survey to your client with a self-addressed stamped envelope for them to mail it back to you

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