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Horsesmouth Essential: The most important hour of any work week is the team meeting where you and your staff review client service needs and identify new business opportunities. Here's how one advisor stays focused with four worksheets that help him deliver on promises made and capture new business in a systematic way.
What's Working Now: This advisor created a detailed client meeting outline to make his meetings with clients more productive. The structured meetings help build trust, earn introductions, and pave the way for well-attended client events.
Time-strapped and sought-after, high-net-worth prospects don't grant meetings easily. So when you finally do sit down with someone, know how to make it count.
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