Meetings
Feb 01, 2012
Take the First Step in Offering More Comprehensive Financial Services
Rather than viewing the implementation of comprehensive financial services as impossible as climbing Mount Everest, simply take this first step and you’ll have in place an operating system for everything else. read more...
Jan 25, 2012
How Many Client Meetings Should a Financial Advisor Have Annually?
How often should financial advisors meet with clients? We’ve done the research and discovered a proactive annual 3-meeting cycle works best to meet the needs of your clients. read more...
Dec 14, 2011
The Question Financial Advisors Should Ask at the First Meeting with New Clients
There’s one important question you must ask your clients so that you, as their trusted advisor, can help them achieve their goals. read more...
Aug 23, 2011
What Comes After The Five Critical Reports™?
If these Five Critical Reports™ (formerly known as The Five Mini-Deliverables™) are implemented first, what do we implement next? read more...
Feb 15, 2010
Advisor: When do you give clients their "action plan?"
Do you update and give your clients The Implementation Plan at every meeting? When during the meeting? read more...
Jul 20, 2009
How Often Should You Meet With Ideal Clients?
The most important process for effectively offering comprehensive financial services to your clients. read more...
Jul 19, 2009
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