![]() which can lead to a feeling of always scrambling from one client meeting to the next, struggling to keep track of all the relevant details of each clients' situation. The caveat, though, is that the more clients we have, the less time there is, and the harder it may be to ensure that a thorough process is in place for preparing for client meetings. A well-executed client meeting is an opportunity to build clients' trust and confidence in us. And one of the best ways to ensure the meeting is well-executed is through preparation. Client meetings are one of the most important touchpoints we as financial advisors can have with our clients.
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