The Integrity of Meeting Timeliness [Episode 346] — The Perfect RIA

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running over time can reflect a lack of integrity and respect for clients' schedules. The conversation delves into strategies for managing talkative clients, the value of high-level discussions, and the necessity of having conviction in client meetings. Practical tips for improving meeting efficiency, such as sending agendas in advance and setting clear expectations, are also shared, culminating in actionable insights for advisors to enhance their client interactions.

The Integrity of Meeting Timeliness [Episode 346]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs