{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski","description":"   Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthening long-term client relationships. Wendy Ciehanski is a Senior Wealth Advisor at&amp;nbsp;Composition Wealth, and she joins the show today to talk about how standardized agendas, thoughtful&amp;nbsp;preparation,&amp;nbsp;and repeatable systems can help advisors deliver&amp;nbsp;a high level&amp;nbsp;of service without sacrificing personalization. Listen in to hear why leading with life conversations&amp;nbsp;creates better client outcomes, how Wendy's team segments meeting frequency based on client needs, and why merging with a larger firm allowed them to spend less time on administration and more time serving clients.     For show notes and more visit: https:\/\/www.kitces.com\/502&amp;nbsp; &amp;nbsp;&amp;nbsp;  ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41972835\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/204592160"}