Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
381: My Script To Help You Meet Clients Less Often (Without Losing Them)
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model that's packed with quarterly meetings simply because "that's how it's always been," this episode will help you rethink what truly delivers value. I'll share a simple client script you can use to confidently transition appropriate clients to fewer meetings while strengthening—not weakening—the relationship.
In this episode you will learn:
Why meeting less often can actually improve your client experience instead of diminishing it
A simple…
The skinny
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