The Transformational First Meeting
In spite of all the industry talk about being Client Centric… hundreds of searching interviews with Financial Advisers/Planners shows that early client meetings are anything but!
In this workshop you’ll learn to stop presenting… stop persuading… stop talking… and to ‘shut up’ in a most intriguing way.
You’ll also learn why much that is taught about questioning and listening in Financial Services has become part of the problem – not the solution.
Finally, you’ll see that there’s a way of engaging with clients, which creates Trust-at-Speed™; and why this naturally leads to much higher fees.
The structure of conversation that will change the nature and purpose of your client relationships… and your revenue;
The 7 factors that destroy trust and weaken every client relationship… and how you can reverse that process;
Specific questions designed to encourage your client to engage with, and commit to, your advice designed to enhance their lives
How to combine intellectual and emotional skills, so that clients are happy to pay you – and refer you – more;
How to connect the dots between this new way of communicating… and reducing your stress and working hours.