The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Maximizing Client Engagement with Flexible Scheduling Strategies

This chapter highlights the value of maintaining flexible client meeting schedules, advocating for an 80% adherence to planned calendars. The speakers share effective strategies for prioritizing high-value meetings and demonstrate how these practices can enhance productivity and time management.

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