Listen for change
Look for updates about work, family, housing or a forthcoming expense.
Product / Client Signals
Hear the change in a client’s life.
When a client mentions a move or a new job, keep that passage in the advisor’s meeting note and add a question to revisit.
Client question
“Can we look at what changes if I stay another year?”
Keep the wording
Preserve a client’s uncertainty or conditions in the original passage.
Set a follow-up
Add a question to the reviewed action list and bring it to the next conversation.
Planning review · Illustrative conversation
A possible move changes the next question.
The advisor hears a new possibility during a routine check-in. Saving the client’s exact timing helps them ask a more useful question at the next review without recording a move as settled.
“We might move closer to my parents next summer. We’re still looking at the costs.”
A question worth carrying forward
Let the reviewed note distinguish the change the client raised from the information the advisor still needs.
See how to prepare a return visit- Life event
- Possible move closer to family next summer.
- Still uncertain
- Timing and costs depend on what the household finds.
- Next conversation
- Ask whether their plans have changed and what expenses they want to compare.