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A Year in the Life of a <Advisory Practice> Client <Logo> Portfolio Review and Rebalancing Analysis ------------- ------------- Create Client Summary, Performance Reports, and Recommendatio ns ------------- ------------- Client Update Meeting ------------- ------------- Complete Follow-up Tasks from Update Meeting ------------- ------------- Schedule Next Quarter’s Update Meeting ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- Client Update Meeting ------------- ------------- Complete Follow-up Tasks from Update Meeting ------------- ------------- Schedule Next Quarter’s Update Meeting ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- Client Appreciation Event ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- Client Update Meeting ------------- ------------- Complete Follow-up Tasks from Update Meeting ------------- ------------- Schedule Next Quarter’s Update Meeting ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- Send Out Bi- Annual Newsletter ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional Portfolio Review and Rebalancing Analysis ------------- ------------- Create Client Summary, Performance Reports, and Recommendatio ns ------------- ------------- Client Update Meeting ------------- ------------- Complete Follow-up Tasks from Update Meeting ------------- ------------- Schedule Next Quarter’s Update Meeting ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- <additional text> ------------- ------------- <additional text> 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------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Portfolio Review and Rebalancing Analysis ------------- ------------- Monthly Investment Committee Meeting ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Quarterly Update Meeting <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Attend Appreciation Event <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Quarterly Update Meeting <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- <additional text> ------------- ------------- Read Newsletter <additional text> ------------- ------------- <additional 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Page 1: A Year in the Life of a Client Portfolio Review and Rebalancing Analysis ------------------------ -- Create Client Summary, Performance Reports, and Recommendation

A Year in the Life of a <Advisory Practice> Client<Logo>

Portfolio Review and Rebalancing Analysis--------------------------Create Client Summary, Performance Reports, and Recommendations--------------------------Client Update Meeting--------------------------Complete Follow-up Tasks from Update Meeting--------------------------Schedule Next Quarter’s Update Meeting--------------------------Monthly Investment Committee Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------Client Update Meeting--------------------------Complete Follow-up Tasks from Update Meeting--------------------------Schedule Next Quarter’s Update Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------Client Appreciation Event--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------Client Update Meeting--------------------------Complete Follow-up Tasks from Update Meeting--------------------------Schedule Next Quarter’s Update Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------Send Out Bi-Annual Newsletter--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Create Client Summary, Performance Reports, and Recommendations--------------------------Client Update Meeting--------------------------Complete Follow-up Tasks from Update Meeting--------------------------Schedule Next Quarter’s Update Meeting--------------------------Monthly Investment Committee Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------Client Update Meeting--------------------------Complete Follow-up Tasks from Update Meeting--------------------------Schedule Next Quarter’s Update Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------Send Out Bi-Annual Newsletter--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

Portfolio Review and Rebalancing Analysis--------------------------Monthly Investment Committee Meeting--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Quarterly UpdateMeeting

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Attend Appreciation Event

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Quarterly Update Meeting

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Read Newsletter

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Quarterly UpdateMeeting

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Quarterly UpdateMeeting

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------Read Newsletter

<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>--------------------------<additional text>

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