The Human Side of Money 124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
Here’s the outline for most review meetings with long-time clients:
- How is life? How is the family?
- Any major changes or updates?
- Here’s your situation. Everything looks good.
- See you next year.
And, that’s not bad. But there’s a better way.
It’s called a “Re-Discovery” meeting.
And, not only, does it keep your clients engaged while reinforcing your value. It deepens your relationship with them and enhances their life.
Most advisors love the idea. They just need to know how to do it.
In this episode, Ben Haas shares his step-by-step process for turning review meetings into “Re-Discovery” meetings.
You’ll Learn:
- How Covid reshaped how he viewed his role as an advisor
- The thought process for deciding which clients to try this meeting with
- Mental accounting strategies that empower clients to spend confidently
- The “Wealth Management Audit” he sends out prior to a review meeting
- The moment when Ben realized his review meetings needed a makeover
*To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
Resources:
- App: One Second Everyday
- “Flourish” by Martin E.P. Seligman
- “What Will I Do All Day” by Patrice Jenkins, PH.D.
- “Atomic Habits” by James Clear
- “Advice That Sticks” by Moira Somers, PH.D.
Connect with Brendan Frazier:
Connect with Benjamin Haas:
About Our Guest:
Benjamin Haas is a financial advisor who believes in the power of human connection in financial planning. With a passion for going beyond the numbers, he helps his clients build deeper, more meaningful relationships with their money. Through his approach, Benjamin empowers clients to not only feel financially safeguarded but also live purposefully. His practice focuses on promoting reflection, guiding clients from merely “fine” to fully flourishing in their lives and retirement.
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