THE PERFECT RIA |The Integrity of Meeting Timeliness [Episode 346]

What You'll Learn In Today's Episode:

Clients don’t care if you’re late as long as they know you were helping someone else.
Running over time in meetings is an integrity issue.
Your enjoyment in meetings does not equal value to the client.
Set clear expectations with clients about meeting agendas.
It’s important to address client concerns proactively, not reactively.
Conviction in your value as an advisor is crucial during client meetings.
Sending agendas and questions in advance can improve meeting efficiency.
Wrap up meetings 15 minutes before the scheduled end time.
Utilize a third party to help keep meetings on track.
Don’t feel pressured to cover everything in one meeting; schedule follow-ups if necessary.

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.