Top 10 Ways to Transform Prep

This free download, created especially for financial advisors, shows how you can reinvigorate your client meeting prep process. 

Let's admit it, preparing for client meetings is arduous. With so many items to review and track, wouldn't it be nice to have everything you need in one document? 

How much time could you save if the preparation process also wrote the client summary letter? And would it be a value-add to simultaneously track what you discussed over the year and provide the client with a client facing summary? Would that client facing summary be a value-add for you to justify an increase in fees while also providing a value-add for the client?

We get it. Working in the financial industry we decided there had to be a better way to tackle meeting prep. We named the company Queue the Prep because prep is always in queue. It does not stop. So, why not make it efficient?

We did that. 

The FREE download will get you thinking about your current meeting prep process. Created in Adobe Acrobat, you already have the program installed on your computer for free. You will not need to provide additional time (you do not have) for learning new software. Adobe Acrobat is financial industry compliant friendly and you can be up and running in minutes. 

Want to chat more? Attend our FREE webinar to see a demo and ask questions.

The download link is available for 48 hours.