Hi, my name is Kim DeVoy and I'm with Kathmere Capital (www.kathmere.com). We're looking to create a fillable pdf for our private wealth and 401k client meetings. I can provide my phone if needed to speak more on the project. We used to be part of the Philadelphia Group (see pictures attached) and they used this form. They like this form but they would like it a little different with this order:
CLIENT NAME - DATE
ADVISORS (drop down with advisors names) - CALL OR MTG
Profile Update - this we would think would compose of 10% space where we can put notes on if someone changed their address, got married, other update...not sure if multiple options can be checked?
Next steps/tasks/who they are assigned to - take up 20%
Next mtg date 10%
Meeting Minutes 60%
Please contact me so I can get pricing and your thoughts. Thanks. Kim www.kathmere.com