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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Transcript
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.
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