There's Only 3 Things Financial Planners Need To Say In The First Meeting. Financial Advisor Growth

Financial Advisors,
If you can remember these 3 things, your first meetings with prospects are going to improve in a BIG way.
For the first 7 years, I was making the same mistake.
But once I started following this simple framework, my first meetings became 10x better.

✅ JOIN THE ADVISOR MEMBERSHIP

❤️[SUBSCRIBE TO THIS CHANNEL]

________________________
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 financial advisor marketing, practice management, how the best advisors find and attract new clients, financial advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Planners 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 adviser.

________________________
POPULAR VIDEOS
Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.

THE BEST FIRST MEETING QUESTIONS

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
Star Sky - Simon Groß
Subway Dreams- Dan Henig

#financialadvisortraining #streamlinemypractice #financialplannertips

[dpol]

My favorite questions to ask in the first meeting are ones I learned from you. Which is…
“So what’s on your mind?”
And
“What can you do In retirement that you can’t do now?”

[TheCrazyBarn]

Thank you for your videos! Keep up the good work!!!

I agree...the most important thing in the first meeting is to establish rapport.

[BuyIngVOO]

I love this channel. You deserve way more subscribers

[dpol]

This so helpful. I’m gonna try this in my next meeting.

[venababe]

I had a meeting with a Financial Planner and he asked this question - at what percent will you be able to sleep at night knowing you could lose your money to the market....that wasn't his exact words, but my answer was I can't sleep at night if you tell me I lost over 10 percent...

[stephanszitha]

Not speaking on the first meeting is a great thing i took from the vis ❤

[AdamGoodmanlv]

"What would make this a great meeting for you?"

[kirtiravjee]

Thank you for your videos. While I would love to subscribe and watch every single video, you are just so difficult to follow. To make one point you mentioned 3 other points before you got to that one point. I had to rewind to see where you mentioned the 3 questions. And I found this pattern with your other videos as well. You have such a well of information that I feel like you're trying to say everything in one video and as someone who's brand new in the field, I Just got lost. It was the second question that we ask...but first I'm going to share a link of xyz, but first if you're enjoying this then I was lost. What is the second thing?? Please don't respond with the second thing...I am giving an example.

[broughttoyoubybrittany]

Do you have any tips on how to get the lead excited and look forward to attending the next meeting?

[shailesh]

Hey, not connecting to free session please help