Use An Agenda For Client Meetings
Posted By Michael Roby | Tuesday, March 16th, 2010One of the factors that differentiate things that we succeed at, and things that we fail at, is focus. In the workplace, if you manage or even work with others, you know how critical an ability it is for a team to focus.
Focus is critical for client meetings as well. Ever come out of a client meeting and say, I forgot to…!” Consider using a Client Meeting Agenda. Nothing formal is required, but a little additional planning prior to your meeting makes certain you don’t forget anything. Take a look at the following question headings and items that you might include on such an agenda:
- Items to cover today
- Areas of Need
- Additional Products/Services To Recommend
- Introductions Requested
- To-Do Items As A Result Of This Meeting
Using a short form – even if you write in the details – makes certain nothing is left to chance and nothing is forgotten.
Good selling!
Tags: Financial Advisor, financial advisors, Michael Roby, Practice Management
