Field guide

Draft a follow-up that the client recognizes

Turn the meeting’s action list into a short message your client can act on. Review the wording in Share before you choose where to send it.

Follow-up draft
I’ll prepare the two retirement scenarios after I receive your pension statement.
Advisor’s follow-up draft · Morgan sample

Open with their priority

In the Morgan example, the client wants to compare two possible retirement dates. Start with that request, using the same terms they used in the meeting.

Separate your work from theirs

Give each person a line. The advisor will prepare a comparison. The client will send the pension statement. Check both against the source.

Close with the open question

Ask for the item you still need or suggest a time to review it. In Share, copy the reviewed message into email or WhatsApp, download it, or choose an available app from your device’s share sheet.

Give each person a next step.

The advisor’s recap can be three sentences long. Read it back against the two commitments in the conversation.

Reviewed client message

To: Jordan Morgan
Topic: Comparing your two retirement dates

Hi Jordan,

You asked what would change if you worked one more year. Please send your latest pension statement on Friday as discussed. Once it arrives, I’ll prepare the two scenarios for us to review together.

Alex

Getting started

Your first local meeting

Practice importing a client transcript, checking the notes and saving the record in the advisor workspace.