Client Meetings During an MFD Handover: A Template for Success

Client meetings are the most important part of an MFD handover. This is where trust is transferred from the old advisor to the new one. A well-structured meeting reassures clients, answers their questions, and reduces the risk of redemptions. Here is a simple template for a successful handover client meeting.

Before the Meeting

Prepare the client file and make sure the successor knows the client's goals, portfolio, and concerns. Send a brief agenda in advance. Confirm the meeting time and mode, whether in person, by video, or by phone. Make sure the client knows both the old and new advisor will attend.

Meeting Agenda

1. Thank the client. Acknowledge the relationship and the trust the client has placed in you.
2. Explain the reason for the transition. Keep it simple and positive, such as retirement, growth, or succession planning.
3. Introduce the successor. Share their background, ARN, and how they will serve the client.
4. Reassure about folios and investments. Confirm that folios, SIPs, and holdings remain unchanged.
5. Explain next steps. Share how communication, reports, and reviews will continue.
6. Answer questions. Give the client time to ask anything.

After the Meeting

Send a summary email with the successor's contact details and the agreed next steps. Schedule the first review. Monitor the client's sentiment over the next few weeks. A quick follow-up call from the successor can strengthen the new relationship.

Conclusion

Client meetings are where MFD handover success is won or lost. Use this template to make every handover meeting clear, reassuring, and professional.