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cccskills
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client-review

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

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Client Review Prep

Workflow

Step 1: Client Context

Gather or look up:

  • Client name and household members
  • Account types: Taxable, IRA, Roth, 401(k), trust, etc.
  • Total AUM across accounts
  • Investment Policy Statement (IPS): Target allocation, risk tolerance, constraints
  • Life stage: Accumulation, pre-retirement, retirement, legacy
  • Last meeting date and any outstanding action items

Step 2: Portfolio Performance

For each account and the household aggregate:

MetricQTDYTD1-Year3-YearSince Inception
Portfolio return
Benchmark return
Alpha

Performance Attribution:

  • Which asset classes / positions drove returns?
  • Top 3 contributors and top 3 detractors
  • Any outsized single-position impact?

Step 3: Allocation Review

Current vs. target allocation:

Asset ClassTargetCurrentDriftAction
US Large Cap
US Mid/Small
International Developed
Emerging Markets
Fixed Income
Alternatives
Cash

Flag any drift exceeding the IPS rebalancing threshold (typically 3-5%).

Step 4: Talking Points

Generate a meeting agenda:

  1. Market overview (2-3 min): Brief macro context and outlook
  2. Portfolio performance (5 min): How did we do? Why?
  3. Allocation review (5 min): Any rebalancing needed?
  4. Planning updates (5-10 min):
    • Life changes? (job, health, family, home, education)
    • Income needs changing?
    • Tax situation updates
    • Estate planning updates
  5. Action items (5 min): What are we doing before next meeting?

Step 5: Proactive Recommendations

Based on the review, suggest:

  • Rebalancing trades (if drift exceeds thresholds)
  • Tax-loss harvesting opportunities
  • Cash deployment or withdrawal planning
  • Roth conversion opportunities (if applicable)
  • Beneficiary updates or estate planning needs
  • Insurance review (life, disability, LTC)

Step 6: Output

  • One-page client review summary (Word or PDF)
  • Performance table with benchmarks
  • Allocation pie chart (current vs. target)
  • Recommended action items
  • Meeting agenda

Important Notes

  • Know your client before the meeting — review notes from last meeting
  • Lead with what the client cares about, not what you want to talk about
  • If performance was bad, address it directly — don't hide or spin
  • Always end with clear action items and next steps with dates
  • Document the meeting notes and any changes to the IPS
  • Compliance: ensure all materials are compliant with firm policies and regulatory requirements

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