Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Once you have a client in your office, what do you do with them? You want to convince them to engage you as their primary advisor and use your services if possible, but you also want to identify and weed out bad clients. In the fourth episode of my five-part series with John Page, RFP, CFP, RFC of Wealth Enhancement Academy, and Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be discussing the details of that critical first interview. What questions should you ask and what are the best ways to engage with potential clients? Tune in to find out. Topics Discussed in This Episode:      Why you should approach your first meeting by preparing before the meeting starts      How to ensure your clients have the information they need about you before your meeting      The importance of discovering a client’s values      The most important questions you can ask duri