Rethinking Client Meetings

How to Turn Client Reviews into Engaging Strategy Meetings

Most financial advisors unknowingly drain energy from their client meetings by defaulting to the same predictable review format, performance reports, a quick recap, and a promise to meet again in 12 months. Clients leave unenthused, and advisors feel stuck on a plateau.

What if your meetings sparked curiosity instead of obligation? Imagine clients actually asking, "When can we meet again?" By shifting from passive reviews to active strategy sessions, you can position yourself as a coach and teacher rather than just a service provider. This approach not only elevates client engagement but also counters concerns around fees, age, or experience.

In this video, discover how to transform every client interaction into an energizing, value-driven conversation. You'll learn practical strategies, like using a whiteboard to illustrate new ideas, that empower you to unlock your full potential, enjoy your work more, and create meetings clients truly look forward to.

This clip is from episode 82 of my Always On podcast with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. You can stream it on your favorite podcast platform:

Apple Podcasts: paretosys.co/ao-ap
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Find Your Channel: paretosys.co/ao-bb