Advisors · Vault & portal · Free tool
Client Meeting Prep Kit for Financial Advisors
Free pre-call checklist — discovery questions, documents to request, and follow-up prompts for financial strategy meetings.
How it helps
Pre-call checklist — discovery questions, documents to request, and follow-up prompts.
Workflow template — adapt to your compliance and firm's approved processes.
Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Search intents this tool answers
- financial advisor meeting checklist
- client discovery questions
- advisor meeting prep
Client Meeting Prep Kit FAQ
What is the Client Meeting Prep Kit tool?
Workflow template — adapt to your compliance and firm's approved processes. Pre-call checklist — discovery questions, documents to request, and follow-up prompts. Learn more at https://www.legacyinmotion.biz/tools/meeting-prep.
Is Client Meeting Prep Kit free?
Yes. Client Meeting Prep Kit is free to use in the Legacy in Motion client portal at https://www.legacyinmotion.biz/dashboard/tools/meeting-prep.
How do I open Client Meeting Prep Kit?
Sign in to the client portal and open https://www.legacyinmotion.biz/dashboard/tools/meeting-prep, or start from the public overview at https://www.legacyinmotion.biz/tools/meeting-prep.
