What Goes in a Client Review Binder? Build One Free
1:24 · Tabzoola — custom index tab dividers made in Schaumburg, Illinois
Tabzoola's free client review binder builder for financial advisors, filmed on the live page: the ten sections most advisors use, already in meeting order, the price at 25 binders ($9.92 a set) and at 100 ($4.62), Risk Profile and Statements added for quarterly reviews (twelve tabs at $11.66 a set), and an order that opens the designer with every section typed.
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What goes in a client review binder? Here's how to build one with Tabzoola in about a minute.
Open Tabzoola's free client review binder builder. The ten sections most advisors use are already ticked: client profile, goals, account summary, performance, asset allocation, retirement, tax planning, insurance, estate planning, and action items.
At twenty-five binders, that ten-tab set is $9.92 a set. At a hundred, it's $4.62.
Quarterly reviews often add two more. Tap Risk Profile and Statements. Twelve tabs, and the price updates instantly: $11.66 a set.
Tap Order, and the designer opens with every section already typed, in binder order. Change any title. A free PDF proof comes before anything prints.
Tabzoola dot com. The free client review binder builder.
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