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11min chapter
5 (Critical) Improvements We Made to Our Client Meeting Process
Experiments in Advisor Marketing
Improving Client Meetings with Pre-Meeting Emails
This chapter discusses the benefits of sending pre-meeting emails to clients two weeks ahead of scheduled meetings, allowing the speaker to gather critical information and provide accurate recommendations. By proactively collecting updated information, it reduces the need for additional meetings and follow-up work. This change not only improves the preparation process but also enhances the overall client experience.
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Listen to the best highlights from the podcasts you love and dive into the full episode