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A Year in the Life of an Advisory Practice Client Quarterly Update

Explore the comprehensive journey of a client with an advisory practice through quarterly update meetings, appreciation events, newsletters, and portfolio reviews. Stay informed and engaged with investment committee meetings and client update sessions to ensure a fruitful relationship with your advisory practice.

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A Year in the Life of an Advisory Practice Client Quarterly Update

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  1. <Logo> A Year in the Life of a <Advisory Practice> Client <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Attend Appreciation Event <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Read Newsletter <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Read Newsletter <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- Quarterly Update Meeting <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Create Client Summary, Performance Reports, and Recommendations -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Appreciation Event -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Send Out Bi-Annual Newsletter -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Create Client Summary, Performance Reports, and Recommendations -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Send Out Bi-Annual Newsletter -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> Portfolio Review and Rebalancing Analysis -------------------------- Monthly Investment Committee Meeting -------------------------- Client Update Meeting -------------------------- Complete Follow-up Tasks from Update Meeting -------------------------- Schedule Next Quarter’s Update Meeting -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text> -------------------------- <additional text>

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