Sharing the COREviews report with clients

Author

COREnology
September 30, 2024

Module 5 — Lesson 4

In this lesson you’ll learn:

  • How to share the COREviews report with your clients.

How to share the COREviews report 

Client meeting:  

  • Prior to meeting: review report, looking for similarities and differences between the couple’s answers. Prepare yourself to lead the discussion. Use our COREviews Report Worksheet to guide your questions (template below). 

  • Lead meeting by intentionally listening to each member of the couple, culling their “money story” and taking notes for future reference. 

Follow up: 

  • Keep notes on key areas for each member of the couple; refer to them in future discussions and strategic planning. 

  • Point clients to the COREviews: How You Can Take Action page in the report appendix for more in-depth discussion points.

COREviews Report Delivery Email Template

Instructions

Feel free to use or modify this email template to send your clients their COREpriorities report.

Just copy the text below, then paste it into your email. You can paste without the formatting (highlights and background colors) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.

Subject Line Ideas

What are your views on wealth?
Are you aligned?
Exploring your “money story”

Body Copy: 

[First Name(s)], 

Thanks for taking the views on wealth assessment. I have attached your report to this email. 

I look forward to talking about your “money story” together.

When is a good time to meet and talk through your report?

[Share Dates/Calendar]  

Best, 

[Your Name]