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Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes

Financial Advisor Success

CHAPTER

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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