{"id":10571,"date":"2026-07-22T21:41:59","date_gmt":"2026-07-22T21:41:59","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=10571"},"modified":"2026-07-22T21:41:59","modified_gmt":"2026-07-22T21:41:59","slug":"how-to-quickly-refresh-a-client-plan-before-a-meeting","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/how-to-quickly-refresh-a-client-plan-before-a-meeting\/","title":{"rendered":"How to Quickly Refresh a Client Plan Before a Meeting"},"content":{"rendered":"<p>April&#8217;s Best Practices email walks advisors through a four-step workflow for updating client plans quickly and confidently before a meeting. It shows how to apply planning preferences in <em>Decision Center<\/em>, use <em>Generate<\/em> in <em>CoPlanner<\/em> to enable multiple techniques from <em>Base Facts<\/em> in seconds, refine the surfaced techniques with <em>Dismiss<\/em>, <em>Modify<\/em>, or <em>Regenerate<\/em>, and finalize the meeting plan as either an update to <em>Base Facts<\/em> or a <em>New Plan<\/em>, helping advisors move from prep to conversation faster.<\/p>\n<div>\n<p>The email also highlights an upcoming webinar on how <em>CoPlanner<\/em> and <em>Foundational Planning<\/em> work together to reduce planning friction, along with a Heart of Advice podcast on delivering more personalized, high-quality plans while working more efficiently.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>April&#8217;s Best Practices email walks advisors through a four-step workflow for updating client plans quickly and confidently before a meeting. It shows how to apply planning preferences in Decision Center, use Generate in CoPlanner to enable multiple techniques from Base Facts in seconds, refine the surfaced techniques with Dismiss, Modify, or Regenerate, and finalize the [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":10591,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24],"tags":[],"class_list":["post-10571","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Quickly Refresh a Client Plan Before a Meeting - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Quickly Refresh a Client Plan Before a Meeting - eMoney\" \/>\n<meta property=\"og:description\" content=\"April&#8217;s Best Practices email walks advisors through a four-step workflow for updating client plans quickly and confidently before a meeting. 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