Being flexible in a business conversation is a critical part of our success. In the financial world we are building unique plans based on our clients Goals and priorities.
These normally fall into Needs, Wants and Wishes. We have an agenda for each meeting and the agenda does get adjusted as needed.
In these conversations the flow would be dictated by the client and some are simple, while others are very complex. The adjustment to what is important is a key factor to keeping our client or converting a prospect to a client.
We also repeat the conversations at least yearly as the circumstances change as do the priorities.