“We have what we call an agenda-less agenda. So our doctors don't have to create an agenda every single week for the team meeting”
♫
Said on The Best Practices Show with Kirk Behrendt
Sarah Baker · Financial Advisor Success · Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility with Sarah Baker
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add a balance sheet/network statement for every client and include it as a two-page item on meeting agendas
“We have what we call an agenda-less agenda. So our doctors don't have to create an agenda every single week for the team meeting”
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