
Client Meeting Preparation
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Preparing for client meetings can be a difficult and time-consuming task. Unfortunately, many financial advisors conduct “just-in-time” client meeting preparation - sometimes while the clients are sitting in the lobby. This approach minimizes the opportunity for you to provide an exceptional client experience.
Partnering with KMG gives you the tools you need to create a more efficient and successful client-focused practice. Each meeting will be purposeful and organized, adding value to your clients' experience through better service. Our team provides you with everything you need for each individual client appointment.