
Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell
Financial Advisor Success
Managing Client Meetings and Time
The speaker discusses their process for preparing and keeping track of client meetings, including using the time between three and four to handle tasks. They also talk about relying on contact management software and utilizing the three to four block of time for various tasks. Additionally, they discuss their approach to managing their time between client meetings, marketing, and personal life.
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