#15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value?

Episode 15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value?

01:05 - Garrett’s Experience from the First Couple of Years of Coaching

02:54 - The Balance Between Process Standardization and Customization

05:07 - Falling Into the Fundamental Trap of Catering to Individual Clients

07:13 - Process Standardization Takes Over Everything

12:55 - Making the Meeting Productive

15:06 - When You Start Scaling Your Business

15:49 - Providing the Same Level of Value With a Lot Less of Time

17:17 - Additional Time for Sales Leads to More Referrals

18:56 - Efficiency Determines Success or Failure in a Business

20:33 - Getting Into the Standardized Process as Quickly as Possible

21:42 - The Standardized Process to Address Clients’ Concerns and Needs

25:05 - The Importance of Having Templates for Everything

30:41 - The Bottom Line

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: