Making First Meetings Memorable Through Trust Based Selling
In my coaching sessions with modern financial planners, I’ve encountered highly competent and knowledgeable advisers with a genuine desire to help their clients. However, knowledge alone isn’t enough. Advisers must communicate with impact, add value in the first conversation, and inspire clients to take the next steps.
Compelling communication builds trust, elevates a client’s thinking, and creates an emotional connection to a better future. For financial planners, standing out through effective communication is crucial. First meetings are the foundation of a financial planning business, and their success hinges on the adviser’s ability to make these encounters memorable.
In this video, I share principles, structures, and processes from thousands of client meetings and coaching sessions. We’ll explore what makes for great first financial planning meetings and how to make a lasting impression.
Key Takeaways
Ensure Personal Financial Planning is more Personal than Financial.
Communicate compellingly to build trust and connection.
Structure effective first meetings that impress clients.
Watch the recap here.