Post-Meeting Action Checklist
This may be on the simple side and would need to be kept pretty broad, but I find that during hectic times, I can forget to take the proper actions following an appointment. For example:
-Enter detailed meticulous notes following appointment with clear action items
-Are there trades that need to be placed?
-Are there action items that can be assigned to someone else?
-Does a follow-up or summary email need to be sent? To who?
-Is there a follow-up appointment that needs to be scheduled?
-Are there inputs that need to be changed in the Financial Planning software or one page financial plan?