Advisors, start your meetings with these questions. Financial advisor training.

Advisors, start your meetings with these questions. Financial advisor training.

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Streamline My Practice: For Financial Advisors • Available on Youtube • Published 3 years ago
Advisors, start your meetings with these questions. Financial advisor training.
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As financial advisors, we've tried many different ways to open first meetings with potential clients, and this is what we've been using for the past 4 years.
It's a great way to communicate quickly and get to the heart of what's most important to your new client.

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Transcription
I encourage you to try this in your next first meeting. You will be amazed at the response you get and the direction the conversation will take.
It works because
-It's a sure way to start a conversation that quickly turns into a real conversation.
-it invites you to get to the heart of the matter.
– this helps your potential customers share what is most important to them.
And there are actually 2 follow-up questions that I use next, so I'll go over them after I share the opening question.
The question comes from the book /"The Coaching Habit/" by Michael Stanier, which actually shares 7 crucial questions that coaches should ask their clients. But I chose the best 3 that financial advisors can use, and it's been so good, that's how I open almost every meeting for the last 4 years.
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Deep in the blue: Ingrid Witt
Subway Dreams – Dan Henig

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