 Meeting type customization

Learn how to customize Meeting Types to receive meeting results in the format that matches your workflows and communication style.

Meeting type customization

General Meeting
4/15
Non-financial meeting template for internal team meetings.
System

Forms | Setup | Zocks

Setup | Phone | Zocks

Annual financial review
7/15
A comprehensive yearly check-in to assess financial goals, review investment performance, and adjust strategies based on life changes and market conditions. This meeting ensures clients stay on track with their long-term financial plan.