The Advisor Journey

How to approach client meetings with Jason and Dasarte

Aug 23, 2023
Explore the art of client meetings with Jason and Dasarte. They reveal the importance of a strong first meeting and offer strategies to set clear expectations. Discover their approach to pre-qualifying clients and the power of open-ended questions that reveal true client needs. They emphasize the necessity of listening and collecting data for better referrals. Plus, the hosts compare advisor selection to dating, reminding us to find the right fit. Dive into insights on industry shifts, tech's role, and essential follow-up practices.
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ADVICE

Keep The First Meeting Focused

  • Keep first meetings simple: determine mutual fit and secure a clear next step.
  • Avoid trying to do too many things in the first meeting; aim to book a second meeting instead.
ADVICE

Set Expectations Up Front

  • Set clear expectations early by sharing how you work and how you charge.
  • Send client engagement standards before the meeting and reiterate them during the session.
ADVICE

Three Questions That Open Clients

  • Use a small set of discovery prompts to open rapport and surface needs.
  • Ask about wins, mistakes, and things they've been considering to guide next steps.
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