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.
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