“We also did, you know, a balance sheet, you know, like a network statement for every client. And so we just built that into our agendas”

Sarah Baker · Financial Advisor Success · Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility with Sarah Baker

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What was described

add a balance sheet/network statement for every client and include it as a two-page item on meeting agendas

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“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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