Unless your client is also a financial advisor, make sure to keep technical financial jargon at a minimum. The financial field makes use of many technical jargons that can confuse most people. Being thorough is a good thing, but that doesn’t mean your questions should probe too deeply into your client’s financial situation, especially for a first meeting, which might lead to a meeting running too long.Ĭonvey your ideas clearly. Respect your time and your client’s time. Make it sound as natural as possible as opposed to a canned script. How to Create Your First Meeting Scriptīefore creating your own first meeting script, make sure to pay attention to a few things:ĭon’t be too stiff with the script. In this article, we’ll cover how to create a first meeting script and provide an example you can use to get started. When we say ‘script,’ what we mean is an adaptable template that consists of talking points instead of rigid templates. That’s why it’s important to have a script or talking points to follow when doing a prospect meeting. And you, the financial advisor, should know what they need help with and whether you can help in the first place. To make the conversation worth it, the prospective client should be aware of how you can help them. Without specific goals in mind, the time spent during a first meeting may pass aimlessly.Įven if you share a lovely conversation, neither of you will have learned anything useful about the other if you don’t have a goal in mind. Why Financial Advisors Use Meeting Scripts & Agenda Templates And the first client meeting is when both parties decide whether they’re a good fit and should continue working together. Whether you’re having a phone call, Zoom session, or an in-person meeting, the first meeting between a certified financial planner (CFP) and a new client is important. Meetings are embedded in everything you do, from your sales processes and client consultations to your financial advisor marketing efforts. As a financial services provider, meetings are part of your everyday routine.
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