Take Control of Your Business With a Structured Meeting Schedule

Mar 14, 2016 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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Who controls your schedule? You or your clients? Most advisors are too reactive in scheduling meetings and their productivity suffers. Take back control by building a structured client meeting schedule—maybe only three days a week?—to streamline admin and free up time to work on your business instead of in it.

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