In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so meetings don’t bleed into follow-up work, team time, or personal time. If your meetings routinely run over, this episode is for you.

What You Will Learn:

Why starting and ending meetings on time directly impacts client perception and professionalism
How using a structured agenda keeps meetings focused and prevents last-minute surprises
Simple time-setting techniques to reset expectations throughout the meeting
Why having a visible clock and a structured close improves productivity and accountability
Creative ways to create a natural “hard stop” for chatty clients while protecting your schedule

Running efficient meetings isn’t about rushing clients — it’s about respect, clarity, and structure. When you control the time, you protect your energy, your team, and your client experience. Try implementing one or two of these strategies in your next meeting and track the difference.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

350: Client Meetings Running Long? Here’s the Fix.

The Efficient Advisor: Tactical Business Advice for Financial Planners