Review agendas with your client, before meetings, before phone calls, before discussions. Clients should know that they can expect you to always solicit their views on how time will be spent. 6.
In "The Trusted Advisor," David H. Maister emphasizes the importance of reviewing agendas with clients prior to any meetings or discussions. This preparatory step ensures that clients feel involved and allows them to share their preferences about how the time will be utilized. Establishing this practice builds trust and demonstrates a commitment to prioritizing the client's needs.
By consistently seeking client feedback on meeting agendas, advisors can foster a more collaborative relationship. This approach not only enhances communication but also reassures clients that their opinions are valued, ultimately leading to a more productive and satisfying partnership.
