A financial advisers best weapon: The Meeting Agenda
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A financial advisers best weapon: The Meeting Agenda

July 6, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

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;

  • It minimises business risk for the adviser by ensuring that critical steps are not inadvertently missed.
  • It manages client expectations. It ensures that clients understand their role in the business relationship – and what is expected of them if it is all to work well.
  • It paves the way for clear and effective engagement instructions – where everybody knows precisely what is to be be done, and what the next steps are.

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.

Watch the video to learn more…


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