350: Client Meetings Running Long? Here’s the Fix.

In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so meetings don’t bleed into follow-up work, team time, or personal time. If your meetings routinely run over, this episode is for you.What You Will Learn:Why starting and ending meetings on time directly impacts client perception and professionalism  How using a structured agenda keeps meetings focused and prevents last-minute surprises  Simple time-setting techniques to reset expectations throughout the meeting Why having a visible clock and a structured close improves productivity and accountability  Creative ways to create a natural “hard stop” for chatty clients while protecting your schedule Running efficient meetings isn’t about rushing clients — it’s about respect, clarity, and structure. When you control the time, you protect your energy, your team, and your client experience. Try implementing one or two of these strategies in your next meeting and track the difference.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.