Quarterly Check-In Agenda Builder
Most advisors claim to do quarterly reviews. Only some clients actually get one — and when they do, the agenda is improvised. This builds a personalized, consistent check-in agenda tuned to the quarter, the client type, and whatever life stage they're in right now.
Client
↳ Load sample agenda (small-biz owner · Q4)single-select
Individual W-2
Self-employed
Business owner
Retiree
Pre-retiree (50–64)
High net worth
multi-select
Tax
Bookkeeping
Investment advisory
Financial planning
Estate
Insurance
single-select
Q1 (Jan–Mar)
Q2 (Apr–Jun)
Q3 (Jul–Sep)
Q4 (Oct–Dec)
single-select
New (<6 mo)
Established (6 mo–3 yr)
Long-term (3+ yr)
multi-select
Recently married
New baby
Job change
Just bought home
Planning retirement
Already retired
Business sale
Inheritance
Divorce
Kid in college
You'll get
- → A quarterly agenda tuned to this client, this quarter, this life stage
- → Per-item time estimates, sub-topics, and talking points
- → Pre-meeting prep note for the advisor
- → Client invite email — sends 5 days before
- → Post-meeting recap template — fill in after the call
The difference between a one-off advisor and a lifer is: every client, every quarter, a real check-in. This makes that practice scalable.