5 (Critical) Improvements We Made to Our Client Meeting Process
Experiments in Advisor Marketing
Improvement number 4: Sending pre-meeting emails to clients
Improvement number 4 is individually emailing clients 2 weeks before their meeting to obtain critical information. This process helps us better prepare for the meeting by reviewing past notes, updating the client's financial plan, and identifying any missing information. For example, we confirm cash balances as cash management is crucial for our retired clients. Having accurate numbers allows us to focus discussions on cash flow during the review meetings.
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