How to Attract Business Owners
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Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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The Review Meeting is Obsolete
2021-07-14 • 20 second read

You can rebrand the tired and dreaded “Review Meeting” into a refreshed “Strategy and Tactical Meeting” to rejuvenate and competitor-proof the client relationship and make it part of your overarching process. “Review Meeting” - just by its name - looks back and is a passive regurgitation of the previous period, where a “Strategy and Tactical Meeting” is forward-looking, investing the past into the future.

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