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Aden and David discuss the importance of progress meetings between financial advisers and their clients. Progress meetings allow advisers to check in on clients' financial plans, goals, investments, and estate plans to ensure they are on track.
They explore what is discussed in a typical progress meeting, including reviewing clients' net worth statements, financial projections, portfolio reports, and estate planning. They emphasise how progress meetings help answer clients' key questions around making smart financial decisions, ensuring the security of their loved ones, and living their best lives.
- (0:02:00 - 0:04:20) What is a progress meeting?
- (0:04:21 - 0:11:27) Common questions and concerns
- (0:12:25 - 0:14:46) The three key questions in progress meetings
- (0:14:47 - 0:20:57) Documentation in meetings
- (0:20:58 - 0:28:24) A client’s ability to achieve goals
- (0:28:25 - 0:34:06) Estate planning
- (0:34:07 - 0:37:52) The importance of stewardship
- (0:37:53 - 0:41:01) The ongoing review through progress meetings
Materials
Progress Report
Net Worth Statement
Legacy Flow Chart
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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