Experiments in Advisor Marketing
5 (Critical) Improvements We Made to Our Client Meeting Process
Dec 6, 2023
Discussion on implementing surge meetings and five improvements made to the client meeting process. Integrating a Q&A form to enhance the client experience. Scheduling improvements and removal of the 30-minute phone call option. Benefits of sending pre-meeting emails to gather critical information. Recording and sharing client meeting videos and future updates.
35:26
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Quick takeaways
- Implementing surge meetings or similar strategies can benefit financial planners and create a more valuable experience for clients.
- Continuous improvement and iteration in the meeting process can lead to a positive client experience and streamlined operations.
Deep dives
Overview of Value Summit
The podcast episode begins with an announcement about the upcoming Kitzis Financial Planning Value Summit. The virtual summit is a 4-hour event that features presentations from Michael Kitzis and the host, Taylor Schulte, as well as demonstrations by six financial advisors. The advisors share their processes and deliverables that showcase their firm's growth and success. The event registration includes access to a replay and all event deliverables.
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