Guide to the five essential meetings.

Learning how to hold better meetings is particularly powerful for firms that want to:

• Better engage and support their existing clients
• Improve client retention
• Onboard new clients in a structured way that encourages a high-value relationship
• Better promote all of their services
• Develop meeting rhythms that maximise monthly recurring revenue

We’ve all been there. You have a client meeting to review the Annual Accounts coming up. You get swept up in the day and don’t spend time planning the meeting. That’s doing an injustice to your client as well as to your firm.

This guide addresses the five essential meetings we believe all firms should be having with clients and how to deliver these effectively.