Before the meeting
Choose a consistent naming convention and prepare the questions that need an answer.
Platform / Enterprise Platform
Every client heard the same careful way.
Give advisors a repeatable path from a client conversation to a reviewed record.
SourceAdvisor
Capture the client’s request.
ReviewReviewer
Check the note against the transcript.
HandoffReviewed export
During the review
Keep the source transcript next to the note so reviewers can trace every decision.
At handoff
Export reviewed records for the systems and retention process your firm operates.
Advisor workspace · Morgan retirement review sample
Three desks, one client request.
The advisor hears the question, an associate prepares the note and another colleague may handle the follow-up. A short source passage lets each person see exactly what the household asked for.
“I will prepare a side-by-side comparison of those two retirement dates.”
The team’s handoff
A firm can use its own review and retention process around these three pieces of the exported record.
Explore the available exports- Advisor
- Confirm the meeting title, speakers and two dates under discussion.
- Reviewer
- Check that the note describes an open comparison and identifies both owners.
- Service team
- File the reviewed export and follow up on the outstanding statement.
