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?
Tag Archives | introductory meeting
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.
What Am I Going to Get?
Well-defined standards of care show everyone exactly what your clients will receive from your practice.
Not a Fit
What financial advisors and financial planners should say when a prospective client is not a good fit.
Five Steps to Hold a Great Virtual Introductory Meeting
If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation.