A phone meeting is 60-minutes and generally follows the structure of brief introductions, an overview of the topic to be discussed, questions related to the topic, insights and strategy by the advisor, and ultimately a review of key takeaways from the call. It is strongly recommended that the individual hiring the advisor use the AdvisoryCloud template for meeting agenda and background material to help the advisor prepare ahead of time. While this is not mandatory, the material can be completed in a matter of minutes and is automatically then forwarded to the advisor to review ahead of the call. The goal is by the end of the call to summarize the key takeaways from the meeting and establish actionable next steps when applicable. Clients are consistently amazed at all that can be achieved even in one phone meeting.