The Human Side of Money 97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
Let’s face it…most advisors’ meetings with long-term clients are lackluster.
You ask about life, the kids, any changes in their life, etc. Then, you tell them that everything looks good. They’re still on track. They leave and you do it all over again next year.
And, that’s not bad. But, there’s a better way. There’s a meeting that will strengthen your trust and connection, guide your clients to live their best lives, naturally display and reinforce your value
It’s called the “Re-Discovery” Meeting and Meghaan Lurtz shares the blueprint on how advisors can start conducting these meetings right away.
Here’s what you’ll learn:
- How to avoid long-time clients getting the “7-year itch”
- Questions to ask clients to help them live their best lives
- The relationship-building power of co-creating visions and goals
- A question to ask at the end of every meeting to improve the client experience
- Why asking a prospect to “think it over” may actually be detrimental to the relationship
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Resources:
- The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals
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