Life-event check-in outreach

Set reminders in your CRM for known client life events, an approaching retirement date, a job change, an inheritance, a marriage or divorce in the family, and reach out within two weeks of learning about it to ask whether their plan still reflects their situation, without stating a specific recommendation before a full review.

Why it works: Life events are the moments clients are most open to revisiting their plan, and a prompt check-in signals that you are paying attention between scheduled reviews.