Quarterly Review Meeting Invitation
Invite a wealth management client to their quarterly portfolio review meeting.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Invites a client to a quarterly performance review meeting to discuss their portfolio and financial goals.
- Quarterly review invite
- Portfolio review meeting
- Q1/Q2/Q3/Q4 client review
Fields your team can fill in
To
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Subject
quarter Portfolio Review — Let's Connect, client_first_name
Hi client_first_name,
It's time for your quarter portfolio review, and I'm looking forward to connecting. These sessions are one of the most valuable touchpoints we have — they keep us aligned on your financial plan and allow us to make proactive adjustments before small issues become larger ones.
MEETING DETAILS
• Date: review_date
• Time: review_time
• Video/Phone Link: meeting_link
WHAT WE'LL COVER
• agenda_items
I'll have your portfolio summary ready ahead of the meeting — you'll receive it separately so you can review it in advance if you'd like. That way we can spend our time discussing what matters rather than reading through numbers together.
COME PREPARED TO DISCUSS
The most productive reviews happen when clients share what's changed in their lives. If there have been any significant life events — a job change, a real estate transaction, an inheritance, a new dependent — please bring those up. They often have meaningful implications for your financial plan.
If the proposed date doesn't work, please let me know and we'll find a better time. I want to make this as convenient as possible. Reach me at me::phone with any questions before the meeting.
Workflow context
When to use this workflow
Use this workflow when inviting a wealth management client to a quarterly portfolio review and sharing the agenda in advance.
What this replaces
This replaces manual review invitations, repeated meeting details, and inconsistent agenda language across advisors.
Why teams standardize this email
Quarterly reviews are recurring client touchpoints. A workflow helps advisors keep outreach consistent, include meeting logistics, and make the review feel prepared and intentional.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the quarterly review invitation email in Outlook
- Prompts for client name, quarter, review date, review time, meeting link, agenda items, and phone number
- Adds a client and quarter-specific subject line
- Keeps review agenda language consistent
- Leaves the draft editable before sending
FAQ
Does Toggles schedule the review meeting?
No. Toggles prepares the email. Scheduling remains in your calendar or booking process.
Can agenda items be customized?
Yes. The agenda items are entered as a variable and the draft can be edited.
Can this be shared across advisors?
Yes. Approved workflows can be shared so client review invitations stay consistent.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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