A successful client meeting is about much more than providing a rich experience. Ultimately, advisors want to make life better for their clients. With busy season underway, tax advisors have more opportunity to get to know their clients on a deeper level.
A superior client experience begins with data collection. By understanding clients at every level, advisors are better equipped to proactively offer services and advice that align with their clients’ life goals.
Find the secrets to ensuring successful and profitable client meetings here.