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
Add recipients
Cc
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Bcc
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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.
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.
Install this workflow →
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.
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.
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Helpful Resources
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