Give Clients Three Reasons to Love You at the Next Meeting

Dazzle them with the pre-meeting meeting.

Joey Brannon
Joey Brannon

by Joey Brannon, CPA
Axiom CPA

There is an old saying that “no man is an island unto himself.” This is certainly true in the world that I live in. I am nothing without my clients. So when we have time with them it is important that we use it to maximum advantage. And having an agenda in place well before the meeting starts exponentially increases the productivity and value of the experience.