Can You Add More Value to Meetings?

Do face-to-face meetings still provide value? In this video clip, Reese Harper and Chad Jardine discuss how meetings allow you to connect with your clients and deepen relationships.

On this podcast, Reese and Chad reveal why meetings should be used for coaching, therapy, and allowing your clients to express their financial concerns. But they emphasize why today 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 interactions is how to best prove your worth.

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