“Strive not to be a success, but rather to be of value.” ~ Albert Einstein
Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
No boring PPT presentations.ย No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
๐ Click here to learn more and join 1,000+ financial advisors at the Summit.
5 (Critical) Improvements We Made to Our Client Meeting Process
Today on the show, I’m sharing five improvements we made this year to our client review 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 itโs stil safe to say that weโre still talking some marketing today. ๐
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