first-meeting-with-a-new-client-preparation-checklist 
Don Connelly & Associates
MAY 23, 2022
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor. With that in mind, your first meeting sets the tone for the entire relationship.
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. With the right preparation, you can set yourself up for a successful meeting and end with a clear path forward for both you and your new client.
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Don Connelly & Associates
JULY 11, 2022
Nailing that initial prospect meeting is crucial if you are to have any chance at starting a relationship. If you follow your first meeting preparation checklist to a T, you’ve established good rapport, shown your authentic self, listened more than talked, and pinpointed the person’s pain points.
Harness Wealth
OCTOBER 11, 2023
This makes it crucial for them to not only be well-versed in cybersecurity best practices but to actively coach their clients and team members on these best practices as well. Cybersecurity has become a pressing concern for businesses across all industries, including accounting firms. million in damages.
Brown Advisory
DECEMBER 1, 2023
The work we do with our clients is a year-round process, and the end of the year is a good time to look broadly at long-term goals and reassess how changes in the world or in our daily lives impact priorities or adjust the way we feel about advancing our plans. We believe that readiness planning must start with good communication.
Harness Wealth
AUGUST 3, 2023
In this comprehensive guide to starting your own accounting firm, we provide insights on how to successfully transition from employee to founder, how to establish and market your new business, which tools and technology you might consider to take your accounting practice to the next level, and more. The tax industry is changing.
Fortune Financial
OCTOBER 31, 2022
Here is a 10-step financial checklist to spruce up your financial plan: Consolidate summer debt : First, if you are having trouble paying off credit card debt, refrain from using the card until you regain control. Summer is a popular time for socializing and enjoying the warmer months of the year.
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