by Jim Stackpool | Jul 6, 2011 | Meetings
Part 2 of this series discussed the importance of setting aside assumptions based on experience with traditional methods of financial planning. The relationship you’re aiming to establish with your clients differs from the traditional financial planning...
by Jim Stackpool | Jul 4, 2011 | Meetings
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...
