Financial Advisors, we’ve tried a lot of different ways to open first meetings with prospective clients, and this what we’ve been using for the last 4 years.
These are a great way to connect quickly and get to the heart of the matter that’s most important to your new client.
-Dave Zoller, CFP®


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Some of the things we’ll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life.

Financial Advisors have an important role in removing the burden of finances from their client’s shoulders. And this is the place for them to come and grow as an advisor.

I encourage you to give this a try in your next first meeting. You’ll be amazed at the response you get and where the conversation goes.
It works because
-It’s a fail-safe way to start a chat that quickly turns into a real conversation.
-it invites people to get to the heart of the matter.
– it helps your prospective clients share what’s most important to them.
And there are actually 2 follow-up questions that I use next, so I’ll over those after I share The opening question.
The question comes from the book “The Coaching habit” by Michael Stanier, which actually shares 7 crucial questions for coaches to ask their clients. But I picked out the top 3 that financial advisors can use, and it’s been so good, this is how I open almost every meeting for the last 4 years.

Advisor’s First Meeting Process. What’s Missing Since Moving to Virtual Meetings with New Clients.

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