24 Month Client Call Schedule
Systematize Your Client Conversations
Transform reactive client management into proactive relationship leadership. This 24-month framework gives every client conversation a clear topic, predictable rhythm, and deeper planning purpose.
How to use it: Use the monthly topics to prepare ahead, guide meeting agendas, and create a repeatable service experience your clients can feel.
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Year 1
| Month | Topic 1 | Topic 2 | Topic 3 | Topic 4 |
|---|---|---|---|---|
| January | Did Anything Change? | Family Dynamics | In Case of Emergency ICE Review | Client Connection Catalysts |
| February | DAC | Portfolio / Market Review | Risk Review | Client Connection Catalysts |
| March | DAC | Income Review | Disability & Long-Term Care | Client Connection Catalysts |
| April | DAC | Financial Plan Wholistic Review | Lifestyle Review | Client Connection Catalysts |
| May | DAC | Real Estate Review | Home & Auto | Client Connection Catalysts |
| June | DAC | Tax Planning with client's CPA | Next Generation Wealth Education | Client Connection Catalysts |
| July | DAC | Asset Allocation & Asset Location Review | Digital Tools for Clients | Client Connection Catalysts |
| August | DAC | Portfolio / Market Review | Cash & Liquidity Review | Client Connection Catalysts |
| September | DAC | Liabilities Review | Life Insurance Review | Client Connection Catalysts |
| October | DAC | Financial Plan Wholistic Review | Health Insurance Review | Client Connection Catalysts |
| November | DAC | Beneficiary Review | Estate Plan Review | Client Connection Catalysts |
| December | DAC | Value of Advice | Succession Planning | Client Connection Catalysts |
Year 2
| Month | Topic 1 | Topic 2 | Topic 3 | Topic 4 |
|---|---|---|---|---|
| January | Did Anything Change? | KYC Review “Know Your Client” | In Case of Emergency ICE Review | Client Connection Catalysts |
| February | DAC | Portfolio / Market Review | Risk Review | Client Connection Catalysts |
| March | DAC | Income Review | Disability & Long-Term Care | Client Connection Catalysts |
| April | DAC | Financial Plan Wholistic Review | Lifestyle Review | Client Connection Catalysts |
| May | DAC | Business Review / Exit Planning if needed | Home & Auto | Client Connection Catalysts |
| June | DAC | Tax Planning with client's CPA | Open Topic | Client Connection Catalysts |
| July | DAC | Asset Allocation & Asset Location Review | Digital Tools for Clients | Client Connection Catalysts |
| August | DAC | Portfolio / Market Review | Cash & Liquidity Review | Client Connection Catalysts |
| September | DAC | Liabilities Review | Life Insurance Review | Client Connection Catalysts |
| October | DAC | Financial Plan Wholistic Review | Health Insurance Review | Client Connection Catalysts |
| November | DAC | Beneficiary Review | Philanthropy / Legacy Plan Review | Client Connection Catalysts |
| December | DAC | Value of Advice | Succession Planning | Client Connection Catalysts |
Why This Works
- Predictability: You know what you're discussing before the meeting.
- Comprehensiveness: Every important topic gets covered annually.
- Preparation Efficiency: Batch preparation for similar conversations.
- Client Value: Clients receive proactive, thorough attention.
Implementation Tips: Send the topic agenda 48 hours before each meeting, use Client Connection Catalysts when primary topics do not apply, document action items and follow-up dates, and customize for your client base.