Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
350: Client Meetings Running Long? Here’s the Fix.
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so meetings don’t bleed into follow-up work, team time, or personal time. If your meetings routinely run over, this episode is for you.
What You Will Learn:
Why starting and ending meetings on time directly impacts client perception and professionalism
How using a structured agenda keeps meetings focused and prevents last-minute surprises
Simple…
The skinny
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