by Tony Vidler
One of the most powerful weapons in an advisers armory is the Client Meeting Agenda.
Yet, so few use them regularly….
The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client.
If you don’t currently have, or use, a Client Meeting Agenda, then you should watch Tony’s quick tips on what the agenda should include, and how to use it.
A client meeting agenda is professional, and it is powerful. Perhaps the most powerful weapon a financial adviser has.
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