#3: I have meaningful meetings with team members
Team members are an essential part of a successful wealth strategy.
I have regular meetings, scheduled in advance, with all of my team members. Some meetings are daily, others are weekly and some are quarterly.
BUT…have you ever left a meeting feeling like it was a waste of time and energy?
I avoid this by setting goals for every meeting I have and I share these goals upfront with whoever is in the meeting. I do this to make sure we are working towards the same goals and to stay focused on those goals. If there are no goals for a meeting, then there shouldn’t be a meeting.
Meetings are a great way to keep a wealth strategy moving forward – provided you are getting what you want out of the meeting.