Experiments in Advisor Marketing 5 (Critical) Improvements We Made to Our Client Meeting Process
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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.
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Pre-Meeting Questionnaire
- Add a Q&A form to client meeting scheduling links to understand their needs beforehand.
- This improves meeting preparation and client experience.
Manage Meeting Times
- Expand meeting windows and standardize meeting start times to avoid burnout.
- This creates predictability and allows for breaks between meetings.
Touch Base Meetings
- Offer shorter "touch base" meetings as an alternative to full reviews.
- This caters to clients who prefer quicker updates and accommodates various needs.