Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals
A Second First Impression The energy shifts from the first to the second meeting. Leading up to your first meeting, the prospective client might have felt some apprehension – but that was squelched quickly – and then moved to a state of anticipation for the potential of the relationship. As you onboard the soon-to-be client, the mood shifts to validation. This is where your actions continually confirm their decision and appreciation that this might even be better than they expected. Read the full article below 👇 #practicemanagement #businessdevelopment #growth #learning #business #thenextlevel #successs #processes #thebluesquaremethod #theadvisorplaybook #advisors #feeforserviceprofessionals #wealthmanagers #financialadvisors
