Dr Meghaan Lurtz at HUM South Africa 2023
Fine to Flourish - Making Monitoring Meetings Fun Again
At Humans Under Management South Africa 2023, Dr Meghaan Lurtz presented on the importance of enhancing monitoring meetings for financial advisers to foster engagement and productivity.
The talk addresses the common challenge of making monitoring meetings more enjoyable and effective, helping advisers to optimise client interactions and internal processes.
Key Points:
- Transform the structure of monitoring meetings to prioritise engagement and collaboration.
- Implement interactive techniques to encourage participation and gather valuable insights from team members.
- Utilise feedback mechanisms to continuously improve the meeting experience and address any concerns promptly.
- Emphasise the role of a positive meeting culture in building stronger client-adviser relationships.
Watching this video will equip financial advisers with practical strategies to revitalise their monitoring meetings, ultimately leading to better client outcomes and a more dynamic work environment.
