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Client Meetings Part I: Review, Preparation & Execution of the Meeting
Manage episode 418397056 series 2935250
Kandungan disediakan oleh Osaic. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Osaic atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag groups.
Tune in to Part 2 to be published on May 30th.
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