5 (Critical) Improvements We Made to Our Client Meeting Process
Experiments in Advisor Marketing
Effective Form Questioning Strategy for Client Meetings
By asking clients to provide just one thing they want to discuss at the upcoming meeting as a required field, the approach ensures that every client shares at least one important topic. This initial question, even if vague, provides valuable insights into the client's concerns. Following up with an optional open-ended question allows over-communicative clients to share additional topics or concerns, creating a comprehensive view for the upcoming meeting preparation.
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