RIA Wealth Quarterly Review Scheduling Email Template & Workflow for Outlook
Invite a wealth management client to schedule a quarterly planning or portfolio 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 quarterly review scheduling 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
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Cc
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Subject
Schedule quarter Wealth Review - client_first_name
Hi client_first_name,
It is time to schedule your quarter review. We recommend meeting during suggested_timing.
PLEASE SCHEDULE HERE
scheduling_linkChoose a review time
PROPOSED FOCUS
review_focus
If any of these documents are available, please upload them before the meeting so we can prepare thoroughly: documents_to_upload.
If the scheduling link does not show a time that works, reply to me::email and we will coordinate manually.
Best,
me::full_name
Workflow context
When to use this workflow
Use when the advisory team is ready for the client to choose a quarterly review time and has verified the scheduling link, suggested window, reviewed focus, and preparation records.
What this replaces
Replaces back-and-forth scheduling messages that omit the current booking link, review purpose, or preparation request.
Why teams standardize this email
A consistent scheduling request keeps logistics together while leaving review scope, planning conclusions, investment decisions, and disclosures with the responsible advisor.
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 quarter
- Adds the scheduling link and suggested timing
- Renders the reviewed focus and preparation records
- Adds the advisor contact and review tag
FAQ
Does this workflow book the review?
No. It prepares an email with the firm's scheduling link.
How is this different from a review invitation?
This asks the client to choose a time. The invitation workflow is for a proposed date and time.
Does Toggles select review topics?
No. The advisor or authorized team selects and reviews the focus and preparation records.