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Enhanced Process for Scheduling Client Reviews

Enhanced Process for Scheduling Client Reviews

May 07, 2024

We are delighted to introduce our enhanced process for scheduling Client Review meetings at MPM Wealth Advisors.

Our goal is to elevate your experience and simplify the scheduling process by sending email reminders inviting you to schedule your review. The email will contain a link to conveniently book your appointment online.

We encourage you to note any specific issues or topics you wish to discuss during our meeting at the time of booking. A list of topics by age and milestone will be provided for your reference. This information will help us better prepare and customize the meeting to align with your needs and priorities.

Once your meeting is booked, you will receive an email confirmation containing the details about your appointment. This confirmation email will also include a link to reschedule your meeting, should a conflict arise.

To help you stay organized, an email reminder will be sent 24 hours before your appointment. If you provided your phone number at the time of booking, you will also receive a text message reminder to ensure you don't miss your scheduled meeting.

We are excited about this new process and confident that it will enhance your experience with us by making Client Review meetings both productive and personalized, so be on the lookout for your Review Meeting Reminder. We look forward to seeing you soon!