Mark describes the “10-minute knock” method used in client meetings to ensure efficient time management. This technique involves a verbal countdown and a non-intrusive reminder by an administrative manager, ensuring that meetings end on time while allowing clients to focus on important issues and minimize unnecessary small talk.
FREE WEBINARS
for all Financial Advisors
All Times in US-Pacific
Client Service
The 10-Minute Knock: Financial Advisor Mastery
Most Courses, Videos, Webinar Replays & Other Resources are included with a FREE MEMBERSHIP. No spam, no credit card, cancel anytime. Click the button below to join for free or find out more.
Responses