Walk Into Every Client Meeting 100% Prepared and Confident

The Client Meeting Prep Card is your go-to tool for organizing your thoughts, clarifying your goals, and making every client conversation count.

Every client meeting is an opportunity to build trust, uncover needs, and strengthen the relationship. But too often, advisors walk in with good intentions—and walk out wishing they’d been more prepared.

The Client Meeting Prep Card helps you focus on what matters most before the meeting even starts. In just a few minutes, you’ll have a clear plan, key talking points, and intentional questions ready—so your clients feel valued, heard, and confident in your expertise.

What You’ll Get

• A one-page prep template to streamline your meeting planning

• Prompts for powerful questions that spark deeper client conversations

• Space to outline key priorities for both you and the client

• Follow-up reminders so no detail slips through the cracks

Why This Works

The Client Meeting Prep Card ensures you:

• Start strong with a clear purpose for every meeting

• Stay on track without getting sidetracked by unrelated topics

• Ask better questions that lead to meaningful insights

• Leave clients feeling valued and understood

Don’t waste another client meeting winging it.
Download the Client Meeting Prep Card and walk in prepared, confident, and ready to connect.

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