RIA Wealth Annual Review Reminder Email Template & Workflow for Outlook
Remind a wealth management client to schedule and prepare for their annual review. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the RIA wealth annual review reminder email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
review_year Annual Wealth Review - client_first_name
Hi client_first_name,
It is time to schedule your review_year annual review. We recommend meeting during review_window.
scheduling_linkSchedule your annual review
WHAT WE WILL COVER
topics_to_cover
HELPFUL DOCUMENTS
Helpful documents to prepare: documents_to_prepare.
If you prefer to schedule by phone, call me::phone.
Best,
me::full_name
Workflow context
When to use this workflow
Use before an annual client review when the team has verified the scheduling link, review window, advisor-selected topics, and any records the client should prepare.
What this replaces
Replaces generic reminders that omit the current booking route, review purpose, preparation list, or advisor contact.
Why teams standardize this email
A consistent reminder helps clients prepare while leaving planning, investment, tax, suitability, and disclosure content with the authorized advisor and firm process.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Fills the client and review year
- Adds the scheduling link and review window
- Renders the topics and preparation records
- Adds the firm contact and annual-review tag
FAQ
Does Toggles determine review topics?
No. The advisor or authorized team selects and reviews the topics and preparation records.
Is this an annual review summary?
No. This is a before-review message; the summary follows a completed review.
Does the workflow schedule the meeting?
No. It prepares an email with the firm's verified scheduling route.