Financial Advisor First Meeting Communication Strategy - Financial Advisor Tips

Financial Advisors,
We only need to do TWO THINGS in the first meeting if we want to connect and build trust with prospective clients. The unfortunate thing with our industry is that the best and smartest advisors don't always succeed.
You might have EXACTLY what your ideal clients need, but if you can’t communicate effectively, they’ll never know you can help them.
Here’s the truth:
You’re only as good as you can communicate.

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00:00 - Connect in the first meeting
01:40 - What they really care about
03:09 - Enter the conversation they're already having in their head
04:28 - They might not remember what you said but they will remember how they felt
05:27 - What's the real motivation?
07:09 - Get the entire Advisor Playbook that we use to help more clients
08:00 - A recent client conversation example
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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 advisor marketing, practice management, how the best advisors find and attract new clients, 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. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

Financial Advisors 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 advisor.
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