Sarah Meikle · The SME Stream · Sarah Meikle - All India Permit Tours | A new chapter: turning a passion into a business
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meets clients in person at the airport in India as their arrival face
“We two times a week for 15 to 20 minutes have an all company meeting ... we cover every idea and opportunity we're presenting to our current clients, as well as prospective new clients”
“Building an emergency fund. Probably nine out of 10 people that I actually meet as clients don't have an adequate emergency fund. Six month emergency fund”
“Many of us now are able to use some level of AI to record the meeting… it helps you as the advisor stay intentional and present with the client.”
“The key to the initial meeting ... is for the advisor to spend the vast majority of the time listening to the client and then synthesizing and reflecting their comments back to them”
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