Listen "Client Meetings Part 3: Follow-Up Activities and Homework"
Episode Synopsis
Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for after the client meeting.
More episodes of the podcast Osaic Technology Podcast
Technology Expands Your Business
22/09/2025
Integrations: Helpful Definitions and More
03/09/2025
YCharts for Investment Research
18/08/2025
Handling Life Events with Technology
16/06/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.