The 6 Meeting Agendas You Need and How They Enhance Client Relationships
Apr 4, 2022
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By Debra Taylor, CPA/PFS, JD, CDFA
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.