Reserve 15-minute prep before client meetings for advisors
Reserve 15-minute prep before client meetings for advisors
Your client meetings lack a dedicated prep window, leaving advisors without notes before calls. Create 15-minute prep slots automatically so advisors arrive prepared ahead of each meeting.
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Overview
If meetings go on the calendar without prep, advisors end up scrambling and client confidence can suffer. This flow reserves a 15-minute prep window automatically so advisors are ready and client calls start with context ahead of each meeting.