← Wealth Management & Private Banking
Client Advisory
A client relationship from first meeting through the plan, the portfolio, regular reviews and the fees.
1.1Prospecting1 wanted
Referrals, events, centres of influence.
- Delivers
- Prospect list
- Led by
- Adviser / relationship manager
- Wanted
prospect-research Research a prospect's background and likely needs from public information.
1.2Discovery meeting1 wanted
Goals, family, assets, liabilities, constraints.
- Delivers
- Client fact find
- Led by
- Adviser / relationship manager · with Client & family
- Wanted
client-fact-find Turn discovery meeting notes into a structured client profile.