Take Control of Your Business With a Structured Meeting Schedule
Mar 14, 2016
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Who controls your schedule? You or your clients? Most advisors are too reactive in scheduling meetings and their productivity suffers. Take back control by building a structured client meeting schedule—maybe only three days a week?—to streamline admin and free up time to work on your business instead of in it.