For financial advisors and planners who want to improve the quality of your client meeting notes, here is what what to do before, during, and after a client meeting.
Tag Archives | client communication
Before You Press Record
Are those few additional nuggets you might hear the second time around really worth doubling your meeting times and potentially alienating your clients and prospective clients?
What’s In A Name?
Financial advisors and planners can bring a similar feeling of control and confidence to their clients by naming their meetings, processes and more.
Is It Worth It?
Deciding to do something yourself instead of hiring someone to do something for you is a function of your time, interest, and ability measured against the cost of having someone do it for you.
Can You Make It Easy?
According to the Fogg Behavior Model, you’ll do hard things when your motivation is high. Similarly, you’ll likely act even when your motivation is low if something is easy to do. For financial advisors and financial planners, how can you make it easy for your clients?
What’s Your Investment Story?
If developing and managing personalized portfolios for your clients is an important part of your value proposition, here are three steps you can take to tell your investment story with confidence.
Everything in the New Normal
Now is a perfect to time to determine how you want to engage in your community in the fall and going forward. Need some ideas on ways to get involved? Here are some suggestions:
Who Sets the Standard?
Crafting clear standards of care and sharing them with your clients establishes a framework for them to understand the purpose and value of each and every interaction.
What is an Excellent Client Experience?
For financial advisors and financial planners, the advice you provide is your product. This is what your clients are paying for. Your service is everything that surrounds and supports the delivery of that advice.
What Am I Going to Get?
Well-defined standards of care show everyone exactly what your clients will receive from your practice.