24-Month Calendar Topics for Client 12-4-2 Meetings
The 24 month calendar is a suggested list of topics FAs can use for their monthly client meetings. In Supernova the Director of Implementation is in charge of the 24-month calendar. He/she coordinates a topic for each month. Preparation includes training the team the month before the topic. The 24-month calendar and call planning process will populate your agenda. After your client meeting send an executive summary which will include actions taken, timeline and responsible party.
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