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| Name | Advisors, Start Your Meetings With These Questions. Financial Advisor Training. |
| Video Uploader | Video From Streamline My Practice: For Financial Advisors |
| Upload Date | This Video Uploaded At 19-04-2021 13:45:01 |
| Video Discription | Financial Advisors, we've tried a lot of different ways to open first meetings with prospective clients, and this is 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. 🔥 JOIN THOUSANDS OF ADVISORS AND GROW YOUR BUSINESS FASTER https://www.streamlinemypractice.com/newsletter ✅ JOIN THE ADVISOR MEMBERSHIP https://www.streamlinemypractice.com/membership ________________________ This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor. 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. ________________________ POPULAR VIDEOS Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients. https://youtu.be/v3NNBr3RA4Q This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you. Music Deep in the Blue: Ingrid Witt Subway Dreams- Dan Henig #financialadvisortraining #streamlinemypractice #wealthmanagement |
| Category | Education |
| Tags | financial advisor tips | financial advisor prospecting | michael kitces | carl richards | young financial advisor | financial advisor training | financial planner book | financial practice management | bill bachrach | day in the life of a cfp | day in the life of a financial advisor | financial advisor | certified financial planner | day in life of a financial advisor | financial advisor sales | financial advisor practice management | how to get more clients as a financial advisor | oechsli |
