5 First Meeting Mistakes and How to Avoid Them

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Melissa Kidd, Director of Motem

First meetings are brimming with potential. A new relationship, new problems to solve and hopefully much reassurance to offer. But many advisers misunderstand how trust is earned and end up missing opportunities.

Learning objectives:

  • Avoid the 5 common mistakes
  • Recognise the 4 ingredients of trustworthiness
  • Ask powerful questions which can help to demonstrate your value.

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