Advisors and their teams waste an inordinate amount of time on unnecessary tasks like scheduling client reviews and waiting for client info and data. These four simple best practices can buy back hundreds of hours over the course of a year.
What are the takeaways?
- Layout the review meeting frequency and schedule when a client is on-boarded and always set meetings on meetings.
- Complete an Expectations Checklist at the end of every meeting and hand it to the client before they leave your office.
- Bring in a team member to sign clients on to digital platforms, aggregate their data and upload their information.
- Use a dictation template so that your meeting notes are dictated in the same sequence, for your team, every time.