BE EFFICIENT. SAVE TIME. CREATE VALUE
Streamline Your Client Meeting Prep Process
Streamline. Simplify. Scale.
Prepare Multiple Docs
Using our system, multiple documents are simultaneously prepared saving time
Send the Client Summary letter from inside the prep system
Build a client-facing summary of all meetings. A value-add to the client and justification for fee increases.
Client Summary Letter
Value Add Summary
Check out the Demo
See how you can efficiently wrangle all the details of client prep with this one system.
Simplified Meeting Client Prep for Financial Advisors
At Queue the Prep, we understand the amount of work that goes into client prep. It is time consuming and detailed. The client is unaware of all the preparation meaning fee increases are somewhat hard to justify.
We solved this obstacle.
Now you can simplify the client preparation process using a one-document approach that streamlines the client summary letter, builds a comprehensive checklist of the client's meetings and provides a year-end client summary letter to justify end-of-year fee increases.
Better yet, you do not have to buy new software or learn a new platform. Built in Adobe Acrobat, you can be up and running in minutes.
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Streamlined Client Prep
Simplifying the client prep process for financial advisors with efficient documentation and value justification.
Efficient Checklists
Utilize our comprehensive checklists to enhance your client preparation and effectively streamline your workflow.
Value Justification
Create compelling client summary letters that clearly justify end-of-year fee increases with demonstrated value.
Transform your client interactions with our innovative solutions that enhance communication and client satisfaction.
Innovative Solutions
Client Feedback
Hear from our satisfied financial advisors and their experiences with us.
Queue the Prep streamlined my process remarkably, making client interactions seamless.
Kyle D.
Las Vegas
I used to dread client prep. It took a long time and I always felt rushed to get it done. Now the client experience is top notch as my time is devoted to the client and their goals not the administrative process.
Rodrigo Q.
Las Vegas