Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW. 👉 <a href= "https://www.taylorschulte.com/summit" target="_blank" rel= "noopener">Click here to learn more and join 1,000+ financial advisors at the Summit</a>.  No boring PPT presentations. No vendors. No sponsors. Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects. <a href= "https://www.taylorschulte.com/summit" target="_blank" rel= "noopener">Check out the full agenda here</a>. --- Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process. After years of trying to implement a good, systemized review meeting process... ...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients. And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s stil safe to say that we’re still talking some marketing today. 😊 ---  📬 <a href= "https://taylor-schulte.ck.page/marketing-newsletter" target= "_blank" rel="noopener">Subscribe to the EIAM Newsletter</a> ✏️ <a href= "https://www.taylorschulte.com/33" target="_blank" rel= "noopener">Grab the Episode Show Notes</a>

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