054: The Anatomy of an Effective Review Meeting Agenda that Drives Results

The Efficient Advisor: Tactical Business Advice for Financial Planners · Aug 23, 2022 · 40m

For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan favorite. And this survey process would actually ask them a series of questions and they would free form answer… I tell you this because it’s not like they picked this one thing from a list of items. It was something they came up with off the top of their head when asked about the professionalism of our practice.

It kept coming up and I was scratching my head because I thought it was just such an ODD thing to see constantly mentioned…