When it comes to client meetings, we’ve talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what happens when someone wants to see you outside of the appointment surge? Do you let them come in during a time you haven’t blocked off for meetings, or is it better to stick to your pre-established schedule?
In this episode, Matt and Micah discuss what it takes to reach that important balance between working with clients to achieve their goals and making sure they don’t dictate your full schedule. Listen in to learn how to set time parameters that empower both you and your clients, as well as systems you can put in place to make sure client communication runs smoothly and efficiently in your practice.
What you can do to ensure clients are better prepared to take advantage of Roth conversions.
See MoreRecapping the key takeaways from Monday’s episode.
See MoreLearn the processes Libby put in place to be able to work fewer hours and make more money.
See More