First Contact
Finesse your first meetings – Part 3
In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.
Finesse your first meeting – Part 2
Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?
Getting financial planning clients: The fact that gets overlooked
Most advice on how to find financial planning clients is prescriptive. It tells you what to do or where to look. Yet how helpful is this?
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Finesse your first meetings
First meetings are brimming with potential. Some clients will be nervous, some will be confident, some will have no idea about what’s involved or what they’d like their future to hold.
How to politely screen clients
There can be a lot riding on first meetings. They can be the springboard to a long and fruitful relationship. But they can also be a waste of time.
I Love the First Meeting with a Potential Client
I get to meet someone new and find about who they really are; where they are now and what their dreams and aspirations are for the future. I find the stories of other people inspirational. If we can help them live a bigger future going forward, that’s very exciting
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Speak in Your Ideal Client’s Language
Once you have established your niche and your ideal client, then you need to speak their language, and capture their attention.
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How to Ask Great Questions
The lesson here is clear: when asking questions, first aim for the heart, as this leads you on a pathway to the soul.
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Coaching books for Financial Planners
In the questions and comments raised by some of the 2,000 or so people attending the two PFS Power webinars with Chris Budd and Jan Bowen-Nielsen, there were quite a few requests for us to recommend books about coaching.
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Great Coaching Questions
During the PFS Power Coaching Webinars that Jan Bowen-Nielsen and I conducted on 28 January 2020, several people asked, “Can you suggest some great questions?” Here are a few thoughts.
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Financial Planning Meeting – First Contact, First Meeting
Since discovering Lifestyle Financial Planning, Tamsin Caine has believed in it. It didn’t make it any easier to master. She is sure lots of other Financial Planners feel the same.
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The Power of Niche
Around five years ago, Adam Carolan noticed a trend in his business: an ageing client base dying or losing capacity and a struggle to engage with the Next Generation.
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Purposeful Preparation
Prior to a first meeting, setting the right expectations in clients’ minds is vital.
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The Client Experience is more than a Six Step Process
By: Carrie Bendall
Head of Content
Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.
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Positioning
What a Financial Planner does and two client stories that illustrate the value of what Financial Planning can achieve.
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Client Meetings
By: Carrie Bendall
Head of Content
The number of client meetings and time taken differs from firm to firm as they adapt a Financial Planning process that works for them. By Carrie Bendall.
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Discovery and Planning
Learn about how to structure pre-appointment letters discovery meetings and planning meetings, and the optimum content.
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