The Ultimate Lesson for Effective Client Meetings


Wonder if your meetings could be more effective?OLYMPUS DIGITAL CAMERA

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.

CTA improved meetings offer cover.001

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

Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
icon-angle icon-bars icon-times