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THE ATTENTIVE CLIENT MEETING 

THE ATTENTIVE CLIENT MEETING

Participants develop a client meeting agenda founded on the best practices of top advisors.

Workshop Overview

Success in your client engagements is generally predicated on thoughtful planning. Clients respond to a focus on their unique needs and objectives. Planning your approach and agenda is critical to achieving your intended outcome.

Think of client meetings as consisting of three phases: (1) opening, (2) discussion, and (3) call to action. The opening is a time to build rapport and reaffirm your value proposition. The discussion phase is often the most significant of the three, when you engage in careful listening. In call to action, you lay the groundwork for the future.

Three Types of Client Meetings

Attentive Client Meeting

For illustrative purposes only.


MATERIALS


INTERESTED IN PARTICIPATING?

Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

RELATED TOPICS

The Art of Listening & Asking Questions

The art of careful listening goes hand in hand with effective questioning--and both skills can be critical to a financial advisor's success.  

Building Trust by Effectively Managing Objections

How can financial advisors handle objections when they occur? We provide methods for preserving and deepening relationships after objections occur. 

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