As discussed in previous issues of this series of articles, using meeting time effectively helps keep the meeting focused and participants engaged. Explaining the standard Discovery meeting process to your clients during the meeting frame-up aids in this by letting...
A picture paints a thousand words, right? If your firm can learn to capture the essence of a client’s financial life in a picture on a single page, and then use that one page for every client meeting as the driving document underpinning your advice relationship, I...
