What to DO to GET Referrals: Element: Action | Topic: Credibility – Preparation

Referral Trigger for the week of December 25
Topic: Element: Action | Topic: Credibility
Conversation lead by the North Gwinnett Team 

How do your best clients prepare for a meeting with you?
What do you suggest they think about, do, research, or bring with them?

  • And how do you prepare for a meeting with a new client?
  • Do you use a checklist or a form?
  • Does your assistant put together standard packages?

Identify how your preparation affects the results your clients get.



2 Responses to What to DO to GET Referrals: Element: Action | Topic: Credibility – Preparation
  1. Tamahn Jamison
    December 22, 2017 | 11:11 am

    My best clients prepare for a meeting with me by knowing all their business metrics. That may include sales numbers, customer acquisition cost and revenue generated per employee. I suggest that they research their turnover percentages along with the cost of that turnover to the company. I prepare for them by researching their company – website, social media accounts, Google search – so as not to waste their time by asking unnecessary questions. I use a standard questionnaire during their complimentary consultation. This allows me the opportunity to review my standard packages with them while leaving some room for flexibility based on the specific company’s needs. Being prepared increases the business owner’s return on investment (ROI) because they don’t have to take time away from their company to discuss redundant items with me.

  2. Nakia Sanford
    December 22, 2017 | 11:32 am

    I have a checklist emailed to the client. I have a form I use to document all the data collected, but I collect that data with a conversation full of questions. The Questions are always the answers, and that helps be find out how I can best help my clients achieve their financial goals.

    I prepare for meetings better if I know the direction the client wants to go. Are they wanting a roll over, a 529, or starting a SEP for example. I can pull fund information and fact sheets before the meeting.

    I work hard to make the appointment seamless and time efficient.

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