Do Business. Do Life. — The Financial Advisor Podcast — DBDL cover image

089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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Mastering Meeting Management for Financial Advisors

This chapter focuses on the significance of scheduling and time management for financial advisors during client meetings. It highlights strategies such as limiting meeting durations and utilizing a '15-minute warning knock' to enhance professionalism and client engagement.

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