Podcast: Experiments in Advisor Marketing (LS 43 · TOP 1.5% what is this?)
Episode: 5 (Critical) Improvements We Made to Our Client Meeting Process
Pub date: 2023-12-06

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Last chance!!!

The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.

👉 Click here to learn more and join 1,000+ financial advisors at the Summit.

No boring PPT presentations. No vendors. No sponsors.

Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.

Check out the full agenda here.

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Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.

After years of trying to implement a good, systemized review meeting process...

...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.

And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊

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5 (Critical) Improvements We Made to Our Client Meeting Process