The Perfect RIA

Appointments Outside of the Surge [Episode 26]


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When it comes to client meetings, we've talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what happens when someone wants to see you outside of the appointment surge? Do you let them come in during a time you haven't blocked off for meetings, or is it better to stick to your pre-established schedule?

In this episode, Matt and Micah discuss what it takes to reach that important balance between working with clients to achieve their goals and making sure they don't dictate your full schedule. Listen in to learn how to set time parameters that empower both you and your clients, as well as systems you can put in place to make sure client communication runs smoothly and efficiently in your practice.

You can find show notes and more information by clicking here: http://bit.ly/2L0dxII

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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