Copy and send to Amy
What you get back
- A two-page review pack with portfolio position, goals, and history
- Recent life and career changes flagged from enrichment and signals
- A focused list of talking points and open follow-ups from last time
Delegate
Build a client review pack
Prepare a briefing pack for an upcoming client or household review covering portfolio, goals, life changes, and talking points.
Walking into an annual review without prep means missing the detail that matters most to the client. Amy assembles a review pack — portfolio position, prior notes, recent life or career changes, and the talking points to raise — so you arrive ready to have the conversation, not reconstruct the file.