Too many client meetings end up focusing narrowly on performance, often with clients steering the discussion in the wrong direction. The result is usually an outcome that doesn’t serve the client or the advisor well.
Read our Barron's article
on how to make smooth transitions from performance-focused meetings to more holistic discussions:
• Prepare a meeting framework
• Reduce the amount of performance data shown
• Use technology to introduce client-engaging topics
Contact us for additional information.