4 ways to run effective meetings

During every client or staff meeting, showcase your value and expertise.

Participants should not only leave with a sense of why the meeting was scheduled, but also an clear sense of what was accomplished during the get together. It also helps to outline next steps and when you plan to touch base.

Read more to find out how you can master meetings, which will boost sales and clients’ satisfaction.

Also check out:

Use tablets in client meetings

Maximizing client meetings

Sequence of retirement meetings

Be the master of your domain

7 deadly sins of time management

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.