Client meetings have always formed the backbone a professional financial planners workday. It s undoubtedly the most important element that determines ones reputation and success, and the satisfaction of ones clientele. It doesn t matter how do you sound on the phone, how good your website is or what kind of marketing strategies do you employ, in the end, it all comes down to your skills during face-to-face communication.please follow the 9 main things for the best approach 1) Preparation2) Listen to the client 3) Be punctual 4) Grooming5) Dressing6) Take notes 7) Speak with energy 8) Ask for other means of contact 9) Schedule the second meeting on spot This makes things easier, faster and smoother.
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