Walk Into Every Meeting Prepared
With Our Client Meeting Preparation Service
Our comprehensive client meeting prep services allow you to accomplish so much more while doing less work. 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.
Client Meeting Prep Solutions for Live Client Meetings and Emeetings
A Proven Process For Client Meeting Prep
Our proven process allows advisors to save time while ensuring that you’re able to deliver a consistent, quality client experience. Not only do we streamline and simplify the client meeting prep process so you aren’t rushing between client meetings, we also provide quality assurance to avoid missed information or opportunities before, during, and after client meetings.
Three Options to Choose From
Essentials
What We Do
What You Get
$20 per case*
Essentials+
What We Do
What You Get
$35 per case*
Full Prep
What We Do
What You Get
$50-$75 per case*
*KMG Client Meeting Preparation clients pay a standard rate of $25 for eMeeting Services through Ameriprise, which is deducted from the cost of the client prep service.
Client Meeting Coordinator
$1,000 per month
What We Do
What You Get
“The difference KMG made was stark. Everything is scheduled, there’s a process, and there’s a customizable client experience. Thanks to KMG we are now much better financial planners today than before. The value that the client receives is high level. Because of that and because we are providing great value and quality, we are not shy about what we charge clients.”
– John Everson, The Myrias Group
