Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
386: The Simplest Way to Never Get Blindsided in a Client Meeting
Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured we walked into every meeting fully prepared. If you've ever had a client bring up a major planning question with five minutes left on the clock, this system is for you.
In this episode, you'll learn:
Why sending a meeting agenda two weeks in advance dramatically improves client meetings and positions you as a more prepared, professional advisor.
How one simple pre-meeting email uncovers important client questions before they derail your…
The skinny
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