Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in us. And one of the best ways to ensure the meeting is well-executed is through preparation. The caveat, though, is that the more clients we have, the less time there is, and the harder it may be to ensure that a thorough process is in place for preparing for client meetings… which can lead to a feeling of always scrambling from one client meeting to the next, struggling to keep track of all the relevant details of each clients’ situation.
The way forward through this challenge is to systematize the process using checklists, which both help to ensure that nothing slips through the cracks, and makes it easier to free up time by delegating key preparation tasks. In this guest post, Teresa Riccobuono of Simply Organized (a professional organizer who consults with financial advisors about how to get more organized by creating systems and process!) shares some of her own thoughts, tips, and best practices for creating a client meeting prep process, as well as some templates to get started with your own meeting prep checklists.
And so whether it’s creating checklists regarding the preparation of tasks related to financial planning, investment management, administrative tasks, timelines to coordinate staff preparation, or even planning for follow-up items in advance… the reality is, checklists can help you stay on top of your client meeting prep process and deliver a higher level of service to your clients that will make you more referable. So if you’re looking for ways to improve your meeting prep process and get more marketing value out of impactful client meetings, I hope that you find this guest post from Teresa to be helpful!
