How We Run First Meetings with Clients

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Neil Parker, CEO, demonstrates how first meetings are run at Joslin Rhodes Lifestyle Financial Planning Ltd. Neil walks through how the client conversation unfolds and show how an initial ‘site survey’ is conducted.

Learning objectives

During this webinar you will;

  • Learn about the client experience in the first meeting as the conversation moves from talking about money to talking about the whole of the client’s life
  • Understand when to talk about key set pieces with the client
  • See how the concept of a ‘site survey’ is used to explain the lifestyle financial planning concept whilst gathering information about the client’s bigger picture
  • Gain a client’s complete engagement in the financial planning process.


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