Shifting From Client Meetings to Client Conversations

Do face-to-face meetings still provide value? On this Elementality podcast, Reese Harper and Chad Jardine discuss how periodic calendared meetings are beneficial, but why they’re no longer the best way to prove your worth.

Meetings allow you to connect with your clients and deepen relationships. That’s why meetings should be used for coaching, therapy, and allowing your clients to express their financial concerns. But Reese and Chad reveal why real financial planning needs to be happening outside of meetings as you move client finances forward. And why reporting back to clients about their progress through more proactive communications is the best way to demonstrate your value today.

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