Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Let’s look at how meeting cadence impacts client engagement and why it should be a priority in every advisory firm.

Even the most client-focused advisors often find themselves buried in paperwork, chasing follow-ups, and reacting to bottlenecks. The result is fewer meaningful client conversations and more stress on operations. Time is being spent, but not always where it matters most. Understanding the cost of that time imbalance is the first step toward changing it