Customizing | Meeting types 

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

Customizing Meeting Types

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.

Try Zocks today and get the most out of your client meetings!

Customizing Meeting Types

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

Customizing | Meeting types