AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
7min chapter
5 (Critical) Improvements We Made to Our Client Meeting Process
Experiments in Advisor Marketing
Improvements in Client Meeting Process
Discussion on implementing surge meetings in financial planning and the challenges faced by the team in conducting client meetings, along with five significant improvements made to the process.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode