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. In addition;
If you don’t currently have, or use, a Client Meeting Agenda, then you might consider one a little like the one we roleplay (and actually use in real life) in this weeks quick tip.
A client meeting agenda is professional, and it is powerful. It is in my view the most powerful weapon a financial adviser has.