In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life. We’ll also cover how we manage their expectations around ever-changing performance. And finish with how to follow up the meeting so that you inspire action and continue to screen for best-fit prospects.

Learning objectives

By the end of this session, you’ll be able to: 

• Support clients in creating a money purpose statement
• Manage their expectations around performance
• Use a template to follow up the meeting.

Watch Finesse your first meetings – Part 1

Watch Finesse your first meetings – Part 2