The First Client Meeting: Are You Making Any of These 10 Common Mistakes?

The First Client Meeting - 10 Common Mistakes

It’s all too easy to slip up in the first meeting and lose any opportunity to open the account – and this is especially true for new advisors.

In this post we’ll help you identify mistakes you could, without realizing it, be making. Take an honest appraisal – do you recognize yourself doing any of the following? If so, take action to fix these mistakes.

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You Don’t Need to Be Better – You Need to Be Different

As Steve Jobs said, ‘Don’t do something better, do it different’. Facebook wasn’t necessarily ‘better’ than Myspace, it was different. Netflix wasn’t ‘better’ than any other movie-rental system – it was different. Make yourself authentic and you will succeed. Find out what it is that differentiates you from the competition and communicate it to prospects and clients.

Concentrate on developing superb soft skills and you will stand out in a crowded marketplace without trying to be ‘better’ than anyone else.

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Why Thoughtful Advisors Get Referrals

Why Thoughtful Advisors Get Referrals

Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.

To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.

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