Monthly Archives - October 2015

Tips to Plan a Successful Client Meeting

As a business owner client meetings are an essential part of my business. Not only do I meet with potential clients, which is extremely exciting because of the opportunities that exist to build new relationships but I also meet regularly with my exiting clients to ensure that their needs are addressed and to continue to be an advisor of choice. But what does it take to make a client meeting successful? Here are my best tips for planning client meetings: Prepare, [...]

Tips to Plan a Successful Client Meeting

As a business owner client meetings are an essential part of my business. Not only do I meet with potential clients, which is extremely exciting because of the opportunities that exist to build new relationships but I also meet regularly with my exiting clients to ensure that their needs are addressed and to continue to be an advisor of choice. But what does it take to make a client meeting successful? Here are my best tips for planning client meetings: Prepare, [...]

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