Free download: The Perfect Advisory Meeting
Preparation prevents poor performance. Learn how to structure the perfect advisory meeting. This video will help you with your team training and delivery consistency of appointments.
In this video, our guest speaker Steph Hinds shares her tips and some practical advice that worked well for her team at Growthwise, a leading firm delivering cloud advisory services in Australia.
In this video, you will learn:
- Why it is incredibly important to have a structure for your meeting
- What is meant by 'structure'?
- The main differences between a new and existing client meeting?
- The key components of a client meeting
- Top practical tips which your firm can use for every advisory meeting
1. Preparation is KEY
2. Have an agenda at EVERY MEETING
3. Follow-up with ACTION POINTS
About the guest speaker