The Efficient Advisor: Tactical Business Advice for Financial Planners 350: Client Meetings Running Long? Here’s the Fix.
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Mar 6, 2026 Practical tactics for keeping client meetings punctual and protecting your schedule. Tips on agenda use, visible clocks, and time-setting scripts. Strategies for natural hard stops and handling chatty clients. Ideas to balance client experience with team efficiency.
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Use A Pre-Sent Agenda For Focused Meetings
- Do require and use a written agenda for every client meeting to keep the session focused and professional.
- Libby sent agendas two weeks prior, captured client items first, printed/checkmarked them in-person or shared on-screen for virtual meetings.
Punctuality Shapes Client Perception And Team Energy
- Starting and ending meetings on time signals professionalism and teaches clients to respect your time.
- Libby frames punctuality as reciprocity: to gain respect you must give it, protecting team energy and client experience.
Buffer Time Encouraged Overruns In Her Practice
- Libby shared that leaving 30-minute buffers made her go over more because she talked and relied on the buffer.
- She stopped overusing buffers after noticing follow-up time got eaten and she wasted short gaps between meetings.