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Every year I have seen myself having less and less appoinments outside the office....however I got to a point this year where i discovered, at least for me, it was driving me nuts being in the office so much!! So this year i have intentionally scheduled more clients outside of the office.
Mark, sounds like you have the full arsenal in your truck. Two things I would add to your list, and I am feeling a bit silly that it took me this long to see their value, are a "hotspot" for anywhere internet conectivity and a high-def projector. I bought one of these projectors this year based upon the fact that now that I have several 401k plans I oversee, it became a necessity for enrollment and educational meetings for the rank and file. However I've found that taking it along to clients office's or houses is a perfect way for me to bring my office to them. Instead of try to crouch over a small laptop screen I blast a 55 inch projection of the laptop screen onto their office/home wall....very cool.
The internet "hotspot" is invaluable for pulling up existing policy info on the carriers site and a host of other things that could be made easier by accessing the web......it really cuts down on the items that you need to print off for an appointment too.
