The Mid-Year Check-In That Gets Clients Back on Your Calendar

Summer is when a lot of advisors go quiet with their clients. Vacations, lighter calendars, and a general sense that everything can wait until fall. That's exactly why a well-timed mid-year touchpoint stands out.

This free kit gives you a ready-to-send email and a client conversation guide built around one simple idea. A quick check-in now makes the rest of your clients' year clearer, and it gets them back on your calendar before the summer slips by.

The email is written and ready to customize with your name and firm. The review guide structures the conversation so nothing important slips through. Here's what's inside.

• A customizable mid-year check-in email you can send to clients and prospects today
• Three built-in talking points covering retirement income, estate plan updates, and the goals they set back in January
• A Now, Soon, and Later conversation guide that walks a client review from day-to-day cash flow to long-term legacy
• Natural openings to surface life changes, new assets, and planning needs that become your next round of appointments