Addressing Client Needs and the Importance of Taking Notes

Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They’re exploring the two critical components that can elevate your client meetings to new heights. There will always be outside forces to contend with, so be sure to focus on what you can control in client meetings, particularly the behind-the-scenes and pre- and post-meeting elements. It’s crucial that advisors know and practice how to draw out a client's most important concerns by asking thoughtful questions. And don’t forget the significance of meticulous note-taking and dictation, which is vital for communicating with your team, assigning tasks, and preparing for future meetings.

Two Most Important Parts of a Surge Meeting [Episode 234]