One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is coming to you with a specific concern in mind. Perhaps they have concerns about their investments or they are going through a significant life event. It is important that you go into the meeting prepared with the right questions to ask. Having a plan helps to ensure you have uncovered the significant planning opportunities and that you have demonstrated your expertise to the prospective client.
To help you prepare for your next meeting with a prospective client, fpPathfinder created “Resources To Consider Sharing With Prospective Clients” that helps you diligently plan out your prospective client meetings and help guide the conversation so you can identify their needs effectively and efficiently. The more prepared you are for the unknown, the quicker you can build trust and avoid those potential missed opportunities.
This flowchart can help you identify which of our resources to bring to a meeting with a prospective client.
Download PDF version of this flowchart
Quick links to the resources referenced:
What Issues Should I Consider If I Lose My Job?
What Issues Should I Consider When Starting A New Job?
What Issues Should I Consider When Reviewing My Investments?
Should I Roll Over My Dormant 401(k)?
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
What Issues Should I Consider Before I Update My Estate Plan?
Issues To Consider As A New Client
What Accounts Should I Consider If I Want To Save More?
What Issues Should I Consider During My Divorce?
Am I Eligible for Social Security Benefits If I’m Divorced?
What Issues Should I Consider When Having (Or Adopting) A Child?
What Issues Should I Consider To Fund My Child’s College Education?
Should I Consider Refinancing My Mortgage?
What Issues Should I Consider When Paying Off My Student Loans?
What Issues Should I Consider Before I Retire?
Will My Social Security Benefits Be Reduced?
Will I Have To Change Healthcare Coverage As I Transition Into Retirement?
Will I Avoid Medicare Enrollment Penalties?
