Sign up to save your podcasts
Or
Share 5 (Critical) Improvements We Made to Our Client Meeting Process
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
5 (Critical) Improvements We Made to Our Client Meeting Process
Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
👉 Click here to learn more and join 1,000+ financial advisors at the Summit.
No boring PPT presentations. No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
Check out the full agenda here.
---
Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
After years of trying to implement a good, systemized review meeting process...
...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
---
📬 Subscribe to the EIAM Newsletter
✏️ Grab the Episode Show Notes
View all episodes
By Taylor Schulte
4.8
130130 ratings
Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
👉 Click here to learn more and join 1,000+ financial advisors at the Summit.
No boring PPT presentations. No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
Check out the full agenda here.
---
Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
After years of trying to implement a good, systemized review meeting process...
...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
---
📬 Subscribe to the EIAM Newsletter
✏️ Grab the Episode Show Notes
More shows like Experiments in Advisor Marketing
View all
Financial Advisor Marketing Podcast
92 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
238 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
118 Listeners
Advisor Marketing Made Simple
19 Listeners