Trending
Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured we walked into every meeting fully prepared. If you've ever had a client bring up a major planning question with five minutes left on the clock, this system is for you.
In this episode, you'll learn:
- Why sending a meeting agenda two weeks in advance dramatically improves client meetings and positions you as a more prepared, professional advisor.
- How one simple pre-meeting email uncovers important client questions before they derail your agenda.
- How this process reduces follow-up meetings, keeps meetings on time, and allows you to prepare thoughtful recommendations in advance.
- The exact framework you can automate or delegate to create a smoother client experience with very little effort.
One of the biggest time-wasters in a financial planning practice happens when important client questions don't surface until the end of the meeting. Instead of trying to cram a complex discussion into the final few minutes—or scheduling another meeting altogether—you can eliminate most of these surprises with one simple email. By sending clients your planned agenda two weeks before their meeting and inviting them to share any additional questions, you'll create a more organized experience, make clients feel heard, and give yourself the time to prepare meaningful answers. It's a small process change that delivers a surprisingly big impact for both your team and your clients.
Related: Stop Wasting Time Searching: Build a Planning Resource Library That Works