Client Meeting Preparation
Meetings with Maximum Value
Imagine working so much less and doing so much more. That is what our Client Meeting Preparation Service delivers to you. We take over the time-consuming task of preparing for client meetings so that you can walk into each meeting sharp, ready to deliver value.
Our team reviews each aspect of your client's situation so that nothing falls through the cracks and all opportunities are identified ahead of time. You will deliver consistent, high-quality service to your clients, maximizing every moment of your interaction, and focusing your team's time on other high-value tasks.

Flexible Solutions
We offer flexibility based upon your needs and your budget. Some advisors use our services to augment prep work that is already being done in-house, while others rely on us to completely replace the need for an in-house team.
Our service can be customized to your specific preferences - allowing your personality and service style to shine through.
In addition to the specific meeting preparation services, you can opt for a Client Meeting Coordinator to receive additional help with preparation - including other analysis tools and 1:1 meetings with your coordinator to review recommendations.
How the Service Works
We have a turnkey process for getting you started with our Client Preparation team:
Step 1.
Agreements and Access
Agreements and Access
You will sign up for our service via an FC Agreement, and our team will request OBO Access for your practice. Let us know your preferences and desired meeting themes, investment philosophies, and opportunity preferences.
Step 2.
Weekly Notification
Weekly Notification
Each week, you will notify us of your upcoming appointments so that our team can create the eMeeting presentation and supporting documents - which include an advisor agenda and any additional reports (PMT, Morningstar, etc.)
Step 3.
Case Deliverables
Case Deliverables
Our team will deliver the prepared items for each upcoming client meeting. You will have a chance to review, edit, and finalize all details prior to the client meeting. For those who opt for the Client Meeting Coordinator service, you will have a 1:1 meetings to review specific recommendations with a dedicated expert.
Essential eMeeting Prep
- • eMeeting Presentation suitable to your preferences
- • Themed Meeting Advisor Agenda Template
Full eMeeting Prep
- • Everything in Essential Prep
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- PLUS
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- • PDF or Imbedded reports
- • Client Viewer Report
- • Investment Details
- • Total view information
- • Portfolio Manager
- • NaviPlan Fact Finder
- • Trade reports
- • Gainloss reports
- • Insurance Reprojections
Client Meeting Coordinator
- • Preliminary Review & Data Collection
- • Weekly Online Meeting
- • Advisor Agenda with opportunities
- • Customized eMeeting presentation
- • Additional Report
Key Features of This Service
Themed Client Meetings
Advisor Facing Agenda
Client Facing Presentation
How to Begin
Want to learn more about this service? Find out if our service is right for you. Complete our quick contact form, and one of our representatives will reach out to you or use our live chat feature below.
Our Client Meeting Preparation Team
Our team has extensive experience in the industry with systems and best practices that drive results. We cannot wait to help you achieve your goals.
ntucker@keymanagementgrp.com
jwalla@keymanagementgrp.com
acwiklinski@keymanagementgrp.com