Many advisors already have a regular rhythm of client touchpoints throughout the year. But sometimes there’s a reason to reach out outside that usual schedule — a change in the client’s business or leadership, a new plan administrator, emerging cost pressures, or broader challenges affecting their industry or workforce.

The Proactive Client Check-In is a practical conversation guide with prompts to help you recognize when a check-in may be timely, open the conversation, listen for what’s changing and consider where additional support may be helpful.

Whether you’re newer to advising or have been having these conversations for years, use it as a quick guide or simply a reminder of what may be worth exploring.