first-meeting-conversations-you-need-to-have-with-prospective-clients 
Indigo Marketing Agency
MAY 31, 2023
Cherry discussed some great practices we think advisors can implement today when sitting down to meet with a current or prospective client. Active Listening When you’re meeting with a client or prospect, it’s their turn to share; you want to connect with who they are and where they are.
eMoney Advisor
JUNE 1, 2023
A prospect discovery meeting is an essential step for financial advisors to get to know their prospective clients, understand their needs, and recommend their planning services accordingly. A few examples of questions you could ask in your pre-discovery meeting questionnaire include: What concerns you today?
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Sara Grillo
MARCH 8, 2024
Question from a subscriber: “ My calendar is a brick wall of meetings. ” Here’s what to do if you have too many meetings! Here are my suggestions about reducing wasted time in meetings. Have an agenda prior to the meeting, and send it out to all participants. See you in the next one!
eMoney Advisor
JUNE 8, 2023
The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but in practice, a lack of inclusive practices across the industry has made the experience less than ideal for LGBTQ+ clients and nontraditional families.
eMoney Advisor
JANUARY 26, 2023
Something I’ve learned over many years in this industry is this: Clients will choose you based on the questions you ask, not the answers you give. Well, it means the days of showing clients your sheet of top 10 stocks or telling them what they need before you get to know them are long gone.
Sara Grillo
FEBRUARY 16, 2024
1 Oversharing/foisting the proposal too early “How do I prevent prospects from taking my proposal and giving it to their brother-in-law who works for Merrill Lynch to implement for them?” Instead of a chance to pitch and make proposals , make the first meeting a time of discernment. Prospect: Who do you work with?
Indigo Marketing Agency
JULY 27, 2023
As a financial advisor, engaging in fee conversations with prospective clients can be challenging—and sometimes downright awkward! There are those who will focus solely on what you charge and overlook the broader value of how you can help. Others are convinced that they can DIY their financial plan for free.
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