Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
Tag Archives | client meeting
Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.
If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation.
Here are some suggestions to help financial advisors and financial planners schedule client meetings more efficiently along with a sample progress review agenda.