
Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes
Financial Advisor Success
Client Meetings: Structure and Agenda Flow
This chapter discusses the structure and agenda flow for client meetings, including reviewing tasks, performance, current financial status, special reports, and next steps. The speakers also talk about the importance of summarizing topics covered and addressing client questions at the end of the meeting.
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