Last Updated on July 20, 2020 by Carolyn McRae
Wonder if your meetings could be more effective?
More helpful? Informative? Engaging? Inspiring? More valuable?
Regardless of how many meetings you’ve run (or how comfortable you’ve grown with your process), the answer is always yes.
There’s always a chance to improve the way you interact with clients. This is part of the reason the topic of client engagement is so incredibly popular in the financial services industry.
When it comes to client meetings, we all want to “improve”.
So we try stuff.
We restructure our Meeting Agenda every few months, hoping a new question or topic will blow clients’ minds. They’ll be SO glad we asked and SO happy to talk about it that they’ll skip out the door, tell all their friends about how awesome their advisor is — and love us forever.
A new agenda will not work magic.
The problem is our approach. We’re so bogged down in “fixing” the meetings we host today, that we fail to step back and take a look at them from a birds-eye view.
It’s time to redefine how we think about making client meetings truly effective.
It’s time to take a step back and look at our meetings with critical eyes – the eyes of (a) logic and (b) math. And we’ve done the grunt work for you in our latest Free Download: The Financial Advisor’s Ultimate Lesson for Effective Client Meetings.
The ebook breaks it all down, in just a few pages. You’ll learn about the two biggest flaws in how we approach meetings right now, a breakthrough mindset that will transform your meeting effectiveness, meet three advisors who are already doing it with great success, and how to get started today. Get a free copy here!
Let’s put the agenda aside for now and, like the talented Steve Jobs said, think different.
Photo credits: Flickr users, Mark and Alan
