Client portfolio review meetings are crucial for financial advisors to assess the performance of their clients' investments, discuss goals, and make necessary adjustments. This template helps advisors keep track of meeting details such as client name, meeting date, time, location, advisor name, portfolio value, agenda topics, follow-up actions, and meeting notes. By using this template, advisors can ensure they have all the necessary information at their fingertips to provide personalized and effective financial advice to their clients.