Meetings
Mar 26, 2013
What If My Client Wants To Discuss Issues "Not On Today's Agenda?"
Clients sometimes want to discuss unplanned issues on their heart or on their minds read more...
Feb 06, 2013
How Does the Initial Progress Update Meeting™ Fit Into the Process?
The Initial Progress Update Meeting™ is the third one-time meeting with the client and accomplishes these two things. read more...
Jan 30, 2013
Financial Advisors – Does Your Meeting Plan Include These Key Elements?
Key elements every successful client-meeting plan should have. read more...
Jan 28, 2013
How Administrative Managers Can Get the Team Ready for Meetings
A sample email template for administrative managers to notify team experts of upcoming meeting deadlines and expectations. read more...
Jan 16, 2013
Create a Powerful, Yet Flexible, Schedule for Client Meetings
Begin each year by scheduling all client meetings on your calendar. read more...
Jan 07, 2013
How Advisors Can Implement Changes Your Wirehouse Will Accept
Large financial wirehouses usually have no problems when a financial advisor implements these three key functions of the best practice management system available. read more...
Oct 16, 2012
How to Answer Your Client’s Question – “Can I Quit My Job?”
Progress reports facilitate you and your team in answering your client’s question, “Are there enough distributions available for me if I quit working now?” read more...
Sep 27, 2012
Financial Advisors – Create a Great Meeting Experience Every Time
This sample agenda shows how important it is to document all routine and unique items so you can create extraordinary meetings with your clients. read more...
Sep 25, 2012
How to Keep Meeting Agendas on Track when Clients Stray Off Topic
Here are some suggested ways a financial advisor can keep the meeting agenda on track even when a client strays. read more...
Sep 20, 2012
The Most Valuable Annual Meeting when Delivering Comprehensive Financial Services
The most valuable annual meeting your comprehensive financial firm will have doesn’t even have clients present, but ensures their financial house is in order for their lifetime. read more...
Aug 23, 2012
How to Align Your Client’s Thinking with Your Team of Financial Experts
Financial advisors – you need to do your homework so you can present new recommendations persuasively and clearly and thus avoid client confusion. read more...
Aug 21, 2012
What Financial Advisors Should Say When a Client Blindsides You
Financial advisors – help your clients understand the wisdom of sensible planning. read more...
Jul 26, 2012
Financial Advisors – How to Prepare for Online Client Meetings
Make sure your clients have the documents they need for their online progress meeting. read more...
Jul 24, 2012
Should Financial Advisors Conduct Progress Meetings By Telephone?
Clients who value your fully comprehensive financial services will be eager to attend progress meetings in person. read more...
Jun 26, 2012
How Financial Advisors Protect Clients from Economic Fluctuations
To keep client’s greatest confidence, financial advisors focus on delivering a strict process of checkpoints in all areas of finance that can be controlled rather than on the fluctuating economy that can’t be controlled. read more...
Jun 07, 2012
Should Your Financial Expert Team Members be at Every Client Meeting?
To effectively provide comprehensive financial services, your experts must be fully prepared to attend and contribute to annual progress meetings. read more...
May 29, 2012
How to Handle “Difficult” People on Your Financial Team
Financial advisors must identify problem behaviors among team members and then firmly establish what is acceptable and expected. read more...
May 24, 2012
Financial Advisors – Should You Be a Gatekeeper or Orchestrator?
Financial advisors can resolve conflicts by communicating your role as an orchestrator to your client and your team of experts read more...
May 22, 2012
A Financial Advisor’s Checklist for Mentally Preparing for Client Meetings
A financial advisor mentally prepares for each client meeting to keep it focused on the important issues that keep the client’s financial house in order. read more...
Apr 24, 2012
The Key to Exceptional Meetings with Your Clients Is…
Having a Dry-Run Prep Meeting™ will make sure you’re prepared to give your clients the best possible value. read more...
