Consulting first meeting with client

You know what they say. The first impression can be the most important, but especially when meeting a prospective client for the first time.

People tend to form their opinions about others based on all sorts of non-verbal cues. So it’s imperative that when meeting with a prospective client that financial advisors show themselves in the best light from the get go.

How to approach a client for the first time via email

How to impress a client

How to convince client for meeting

Questions to ask when meeting a client for the first time

How to approach a client for the first time online

Here are some helpful tips that should help you start out on the right foot. They also may increase your chance of sealing the deal and forming a successful business relationship.

Be Prepared and On Time

Prospective clients come to you because they need your help.

They are often referred to you by a friend or through a business associate and have a particular need they believe you can fill.

How to talk to a client for the first time on phone

So, one of the best ways to prove your worth to a client is to be prepared. Find out from the first phone call or email exchange you have with a client the type of information and services that person is looking for. Then make sure you are up to snuff on that topic by the time the meeti

meeting a client for the first time

first client meeting introduction