When a financial advisor has a process for keeping everyone on schedule, forgetting or neglecting a client becomes impossible.  A sure-fire way to tell if your process is working is to look at your calendar.  What meetings do you currently have scheduled for your clients? Are the next few weeks full, but a few months out is it getting really thin?

Successful financial advisors deliver comprehensive financial planning because they know who their ideal clients are (because if you’re trying to provide service for everyone you’ll neglect some or burn out trying to help them all). They also faithfully schedule regular meeting with all their ideal clients.

The Trusted Advisor Toolkit™ utilizes the Three Meeting Process™ every 12 months. Are you wondering how to effectively schedule your Three Meeting Process™ annually? 

Here’s a suggestion on how you can structure it: 

Take your ideal client number and divide by 10.  So, for example, if you have 100 clients, divide that by 10, and you get 10 clients.  Now, schedule your clients’ annual reviews evenly across the calendar.  So for 100 clients, you have 10 annual reviews every month from April through January.  (Important note: I recommend you leave February and March open for tax preparation.)

Warning:  You don't want all of these meetings clumped together in the same one or two months of any given year.  It’s fine when you have one idea client every month, but imagine when you have 100 clients.  The idea of getting the entire deliverables team together to handle that many intensive meetings within a couple of months is overwhelming.

Here’s an example of how this structure will work for your calendar:  Your clients, Tom and Betty Smith, have their annual review in April.  Their comprehensive safety review will be four months later in August.  Four months later they’ll have their goal progress outlook meeting in December.  That schedules the 3-meeting cycle for the year.

Every time they fulfill a meeting, all of you will schedule that same type of meeting for the next year.  Therefore, their next annual review will be in April next year and so on.  This way at all times you have a year's worth of meetings on the calendar. Now, go through all of your ideal clients and schedule them evenly throughout your 10 months available for meetings. 

Are you wondering how to standardize the preparation for your meetings? Make your job as financial advisor much easier by checking out The Trusted Advisor Toolkit™.  You can register for a basic membership now at no charge.