Keep Meetings Short

To figure out whether your clients are best served by a meeting, look at the alternatives. Can the goal  be accomplished other ways? Do you have clear goals for the meeting? Will the right people be there? Are you prepared?

Ask questions- listen to the answers, then ask more questions. Present ideas concisely, avoid digressions and interruptions and keep the focus on “how,” not “why”—because “why” should be implicit in your clients  goals.

Meetings are effective only if they advance the client’s  goals and an unnecessary meeting can actually damage or kill that idea.

When can you get more out of a meeting you don’t have than from one you do? When you can save everyone time.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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