Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

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.

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.
App store bannerPlay store banner