Jim Rohn said, “Success is steady progress toward one’s personal goals.” Therefore, financial advisors and planners should remind clients of their progress so they feel their success.
For financial advisors and planners who want to improve the quality of your client meeting notes, here is what what to do before, during, and after a client meeting.
Here are some suggestions to help financial advisors and financial planners schedule client meetings more efficiently along with a sample progress review agenda.