Perfecting Your Planning Meetings

Replace the Annual Review with Forward Planning meetings

Annual meeting opportunities can cement your relationship and hopefully reassure clients that they are in a good position and engage them over the longer term. But all too often clients are reluctant to engage. In this session, we’ll look at ways you can reposition this meeting in the client’s mind, show your value and help you make the most of the time.

Learning objectives

• Adopt the right mindset for a great meeting and prepare your client
• Avoid common mistakes 
• Ask questions to reinvigorate the relationship with long-standing clients.