For a professional advisor, success hinges on attracting owners that value your expertise and are willing to invest more over time. A higher volume of more lucrative clients is possible, but as new research reveals, it may take a change in the way you approach your first meeting with a prospective new client.
For our purposes here, we’ll refer to a first meeting as
an initial meeting with a new client, where your goal is to introduce yourself, learn about their business, and see how you might be able to help.
Use this guide as a reference to structure your Endgame conversations with your clients.