Here’s the outline for most review meetings with long-time clients:
- How is life? How is the family?
- Any major changes or updates?
- Here’s your situation. Everything looks good.
- See you next year.
And, that’s not bad. But there’s a better way.
It’s called a “Re-Discovery” meeting.
And, not only, does it keep your clients engaged while reinforcing your value. It deepens your relationship with them and enhances their life.
Most advisors love the idea. They just need to know how to do it.
In this episode, Ben Haas shares his step-by-step process for turning review meetings into “Re-Discovery” meetings.
You’ll Learn:
- How Covid reshaped how he viewed his role as an advisor
- The thought process for deciding which clients to try this meeting with
- Mental accounting strategies that empower clients to spend confidently
- The “Wealth Management Audit” he sends out prior to a review meeting
- The moment when Ben realized his review meetings needed a makeover
Connect with Brendan Frazier: