Create an agenda Creating a meeting agenda is essential for you and your clients to feel prepared. They don’t have to take a lot of time to put together either. For consultations or discovery calls, put together an agenda template that you can use over and over again. You should be ...
Download "Virtual Meeting Best Practices Template" Here is a sample of what these guidelines might look like, which advisors can download and adapt for their own purposes: The thinking on virtual meetings has evolved greatly in the past few years, but while many advisors now embrace meeting over...
Here’s how it might work: Your client carries out their tasks (e.g. invoicing monthly) and completes the handover document each quarter. Once you receive it from them, you do your quarter-end review, gain insights, and fill out your meeting agenda template ahead of the client meeting. ...