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What’s Working Now: Looking for a shortcut to efficiency? Here’s one advisor’s way. With Pulse360, he has become more organized, automated note-taking and workflows, reduced anxiety and stress and freed up valuable brain space. Plus he’s able to delight clients by following up meetings almost immediately with a pertinent summary.
Good preparation means you can relax and be more present with clients. Peruse samples of the six key agendas Debra Taylor uses to ensure she is having the highest quality and most productive conversations with clients or prospects at every kind of meeting.
What if clients always left your meetings excited and well-informed? That would differentiate you from competitors, wouldn’t it? Learn what it takes to give your meetings this kind of impact.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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