“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
“I offer a quarterly meeting with every client, you know, going forward and particularly in the first year of onboarding, I want to check in once a quarter.”
Sarah Baker · Financial Advisor Success · Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility with Sarah Baker
Play from 31:45
31:45
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What was described
offer a quarterly meeting with every client, especially in the first year of onboarding, with an agenda that includes investment review and wealth-management items
once a quarter
Said nearby on the same subject
“My wife and I have a weekly meeting every Sunday. Right. We have a quarterly offsite every 90 days. We have an annual offsite once a year. We have daily standups with our kids.”
BA
Blake Allsmith
Generous Business Owner ·
“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”
SB
Sarah Baker
Financial Advisor Success ·
“I raised concerns a few times, repeated my concerns. I took items off the ALCO agenda because I didn't think that the methodology or models were well done.”
SC
Svetlana Cardan
RiskMasters | Trailblazing Risk Leadership ·
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