#11 - Surge Meetings Without Burning Out
Colin went from 4 scheduled client meetings a year to 2. He caps his calendar at 3 meetings a day, 4 days a week, and still makes time for a podcast during surge season.
I asked him to walk through how he schedules meetings, prepares with his paraplanner, and handles client work throughout the year. We also talk about overpreparing, client expectations, and leaving enough time to follow through after a meeting.
In this episode:
Why Colin moved from quarterly meetings to spring and fall reviews
What his paraplanner handles before each meeting
How he uses tax videos and other updates between…
The skinny
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