The Attentive Client Meeting

Please choose a role

Menu Our services in the selected location:

No services available for your region.

Select Location:

Select Location

Remember my selection

Your browser is out of date.

- - Products
  - Mutual Funds
    
    Featured
    
    GS Dynamic Municipal Income Fund
    
    GS Core Fixed Income Fund
    
    GS GQG Partners International Opportunities Fund
    
    See All Mutual Funds
  - Exchange-Traded Funds
    
    Featured
    
    See All ETFs
  - Liquidity Solutions
  - Separately Managed Accounts
  - Variable Insurance Trust
  - Interval Fund
  - All Funds
- - Investment Centers
  - Alternatives
  - Big Data
  - Buy-Write Strategy
  - Emerging Markets
  - Exchange-Traded Funds
  - Fixed Income
  - Model Portfolios
  - Municipal Bonds
  - Retirement (DCIO)
  - Workplace Retirement Solution
  - 529 Plan
In The Spotlight

Alternatives - Private Credit

Investing globally and across the capital structure, our private credit platform combines deep expertise and long-standing relationships with high caliber sponsors globally with the goal of identifying attractive risk-adjusted return opportunities across the credit spectrum.
Read More Access Full Article Suscribe
- - By Asset Class
  - Fixed Income
  - Equities
  - Alternatives
In The Spotlight

Perspectives

In this edition of Perspectives, we explore how investors can seek out potential opportunities across public and private markets as confidence in the macroeconomic outlook continues to build.
Read More Access Full Article Suscribe
- - Product Collateral
  - Product Brochures
  - Investment Solutions
  - Fact Cards
  - Fund Commentaries
- - Advisor Resources
  - Strategic Advisory Solutions
  - Asset Allocation PRISM
  - Practice Management
  - Client Service Account Access
- - Documents and Forms
  - Tax Information
  - Forms & Applications
  - Regulatory Documents
  - All Documents
In The Spotlight

Our In-Depth Commentary Could Help You Gain a Competitive Edge

Stay on top of the latest market developments, key themes, and investment ideas affecting your portfolio and practices.

Read More Access Full Article Suscribe
- - About Us
  - Overview
  - News and Media
  - Contact Us
- - Company Sites
  - Goldman Sachs
  - Private Wealth Management
  - Personal Financial Management
- - Login
  - Please choose a role
  - Internal View

Explore how we can help you

Contact Us

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

Workshop Preview

Download

Workshop Presentation

Download

Download

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.

CONTACT US See More

For More Information

Broker/Dealers

Independents/RIAs

Retirement Services

Client Service

A & C Shares

Institutional Shares