Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski

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 Composition Wealth, and she joins the show today to talk about how standardized agendas, thoughtful preparation, and repeatable systems can help advisors deliver a high level of service without sacrificing personalization. Listen in to hear why leading with life conversations 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