How can financial advisors structure their first consultations to create a standout client experience?
In this episode, Kristin shares best practices for creating a thoughtful and welcoming experience from the very first interaction.
She covers how to leverage all five senses to create a client-centric environment, the value of doing simple background research before meetings, and why it's not enough to simply offer a “free consultation.”
Listen in to discover how to lead a consultation that feels warm, intentional, and authentic, so you can connect with prospective clients and help them feel truly seen and supported.
Kristin shares:
- Why the first consultation sets the tone for the advisor-client relationship.
- The importance of pre-meeting preparation and intake questions.
- How your scheduling process and form questions can help your first impression.
- What to do before the meeting.
- How to use a visual one-pager to communicate your offering and pricing.
- Best practices for following up after the consultation.
Resources:
- Confident Conversations That Win Clients with David DeCelle (Ep. 31)
- Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22)
- Scheduling tools mentioned: Calendly, Acuity, OnceHub
Connect with Kristin Harad:
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