Check the commitments
Read the draft alongside the transcript. Confirm who promised each action and when it is due.
Product / Share
Share the next steps with your client.
Review the follow-up from your meeting, then take it to the app you use with your client, whether that’s email, WhatsApp or another channel.
- To
- Jordan Morgan
- About
- Your retirement review
Hi Jordan,
I’ll prepare the two retirement scenarios once your latest pension statement arrives.
Alex
Edit the message
Put the next steps in your own words. Include the details your client needs for the next conversation.
Choose where to share
Copy the text into a message or download a text file. On supported devices, open the share sheet to choose an available app.
Advisor workspace · Morgan retirement review sample
A follow-up Jordan can act on.
Alex opens Share and checks the draft against Jordan’s words. Jordan promised to send the pension statement on Friday. Alex promised to compare the two retirement dates. With both actions clear, Alex copies the recap into a message for Jordan.
“I’ll send my latest pension statement on Friday.”
A reviewed client recap
An example of the details an advisor might keep when editing the follow-up for Jordan.
Read the follow-up guide- Topic
- Your two retirement scenarios
- Client action
- Please send your latest pension statement on Friday.
- Advisor action
- Once I have it, I’ll prepare the comparison and we can choose a time to review it.