 The reality is, checklists can help you stay on top of your client meeting prep process and deliver a higher level of service to your clients that will make you more referable.”Micharel Kitces, Nerd's Eye View |
Financial Advisor Checklists To Enhance The Client Meeting Prep Process
Micharel Kitces | WealthManagement.com, February 2017
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Summary: Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in us. And one of the best ways to ensure the meeting is well-executed is through preparation.
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