Queue the Prep – Frequently Asked Questions

What is Queue the Prep?

Queue the Prep is a digital prep system designed for financial advisors who want to streamline the client meeting preparation process. It houses key client data, generates a personalized summary letter, and creates a client-facing recap of the year’s meetings—saving time and adding value.

Who is it for?

Advisors, paraplanners, and teams who are tired of starting from scratch each time a client meeting comes around. If you want to prep faster, stay compliant, and improve the client experience—this is for you.

How much time does it save?

Advisors typically save 15–20 hours a week during heavy meeting seasons by cutting down on redundant prep tasks and centralizing information.

What’s included?

- An internal checklist for advisor use
- A client summary letter to showcase value
- A client-facing recap of the year for immediate distribution

What format does it come in?

Queue the Prep is delivered in a clean, compliant, interactive PDF—ready to use without any extra software or tech setup.

Can I customize it for my firm or clients?

Yes. The system includes flexible fields and prompts that can be tailored to your workflow, planning style, or firm-specific milestones.

Can I use it for more than just annual reviews?

Yes. Advisors use Queue the Prep for annual reviews, mid-year check-ins, new client onboarding, and even internal team prep before strategy meetings.

Do I get updates?

Yes. Purchasers are notified of updates via email, and we offer periodic improvements based on advisor feedback.

Is a free sample or demo available?

Yes. You can download a free guide that explains how the system works and how it can be integrated into your client process.

Does it help support a financial fee increase?

Definitely. The deliverables help communicate your year-round value, making it easier to justify increasing planning fees and reinforce your role as an ongoing advisor—not just a one-time problem-solver.

Can my team use it too?

Yes. We offer team access and enterprise pricing. Reach out for details on multi-user licenses.

Where can I learn more or buy it?

Visit QueuethePrep.com to sign up for an on demand webinar and see the tool in action, download a free guide, or purchase the full version.

Queue the Prep combines everything a financial advisor needs to elevate client meetings in one straightforward, professional package.