RIA Wealth Annual Review Reminder
Remind a wealth management client to schedule and prepare for their annual review.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Reminds a wealth management client to schedule and prepare for their annual review.
- Annual wealth review
- Financial plan review reminder
- Advisor annual meeting
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
Part of a starter pack
Explore the Wealth Management Starter Pack
Help advisory teams send consistent onboarding, meeting, document, review, rollover, custodian paperwork, and service status emails from Outlook.
Email workflow audit
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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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