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Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell

Financial Advisor Success

CHAPTER

Efficiently Scheduling and Managing Client Meetings

This chapter discusses the process of efficiently scheduling and managing client meetings. The hosts talk about the high volume of meetings they have and how they time their email reminders to schedule appointments. They also highlight the importance of block scheduling and personal contact to ensure clients commit to scheduling.

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