Skip to content

The 1-Hour Client Appointment

Are you spending more than 1 hour in client appointments?

In this day and age, our natural state is busy. But being busy doesn’t mean we are productive. As a financial planner, spending too much time in appointments will have a negative flow on effect, leaving limited time for the activities that will make a difference to your practice – like client acquisition, process improvement and building referral partners to name just a few.

To regain control of your appointments, reduce your appointment time and increase your productivity you need to:

  1. Create structure to your appointments; and
  2. Establish proven best practice processes that help you have the right conversations at the right time

Don’t keep wondering how you can reduce your appointment times

Subscribe now to our Ignite Online Program and you will get access to a PROVEN sales and service framework that has helped hundreds of financial planners become more productive and efficient in their appointments, so they can focus on the important tasks that grow their practice and their REVENUE.

Available for a limited time at only $399!

The good news is that a sales and service framework does exactly that!

Kylie Denton

Kylie Denton

Leave a Comment





Archives

Scroll To Top