Should the implementation of a clients plan be done in a single Implementation Meeting or should it be done over several meetings as to not overwhelm the client with information? Currently my dealer has developed something called the total client experience which calls for meeting with the client 5 times in total. Here is an overview of the meetings; 1-introductory meeting,2-portfolio management meeting,3-risk management,4-banking relationship review,4-tax/estate planning, and 5-progress review meetings. I like how it breaks everything down. The things that I have changed based on what I have learned here already are; replacing the initial meeting with the Financial Road Map Interview™ and getting rid of everything like useless fact finders that ask the same thing over and over and leading (probing) questions. I am just not sure what you would advise on the number of meetings to implement.