Turn a topic or headline into a focused client conversation. Bring together the source, the planning questions, and the information you need before recommending a next step.
BUILD YOUR CONVERSATION AGENDA
A more useful client meeting starts here.
Keep this anonymous. Don’t enter client names, account details, or confidential information. Your note stays on this page and is not submitted to us.
A useful client conversation translates a development into the client’s actual facts. It should establish relevance, confirm the scope of the relationship and leave a clear record of what was discussed and what comes next.
Discussion priority
Clarify the decision, time horizon and constraints.
Questions to explore
Why does this development matter to this client’s stated goals?
What information is missing before making a recommendation?
Which costs, conflicts or limitations should be explained?
What is the documented next step and who is responsible?
Bring to the conversation
Verify the original source and publication date.
Identify which clients may have a relevant planning need.
Use firm-approved review and communication processes.
Record permissions, the discussion and the next action.
An educational agenda. Review source material and adapt to the client’s circumstances. Professionals should follow their own compliance and recordkeeping procedures before sharing.
