
Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell
Financial Advisor Success
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.