What You'll Learn In Today's Episode:

• Several things you should or shouldn’t do in client meetings.
• Why you should record client meetings so that you can go back and watch.
• The benefit of explaining what you’re doing during client meetings.
• Why you should understand your endurance for meetings.
• The importance of slowing down the conversation to ensure your clients are understanding what’s going on.
• How to set proper expectations.

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings.

Listen in as they share how to ensure you are performing at the same energy level throughout every meeting you are conducting, as well as the importance of explaining every action you make to your clients so that they know you are completely present. You will learn how to become a rockstar level advisor, why what you wear matters in meetings, and how to set proper expectations.

Resources In Today's Episode: