Any advice out there for people who want to get better at running client calls? I struggle with finding the balance between getting too in the weeds and providing the right level of detail. I also want to get better at answering Q&A sessions, particularly when I don’t know the answer or the answer isn’t quickly retrieved. I find that I get caught off guard with some questions and it throws me off my game. Any good books or resources?

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- have an agenda, publish it beforehand , reiterate it at the beginning and keep track of it . If a topic is taking too long, then pause it- plan a follow up
- if you don’t know the answer, create an action item for yourself to find one and then move on.
- use GenAI tools to take notes

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This. Especially the second item. Don’t flounder and try to solution on a call- just appreciate the thought, ponder for a moment, and acknowledge that you’ll take that offline and get back to them. Perfectly reasonable and no pressure.

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Learn to ask better questions so clients actually have to think about what they are saying.

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