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.
Tag Archives | progress review
Best Practices for Client Meeting Notes
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.
What’s Your Definition of Done?
Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
7 Tips for Scheduling Client Meetings
Here are some suggestions to help financial advisors and financial planners schedule client meetings more efficiently along with a sample progress review agenda.