Why you must treat everyone as unique and with an open mind and conduct meetings with no preconceptions
Why the only background you should remember about someone is their name
Why families are the key structures and influencers in the lives of our clients
Why building rapport is not about your shared interest in golf! Why setting very clear boundaries at the start of your meetings is crucial to a successful client experience
Why having a good memory is essential
Why training advisers on her approach to meetings is difficult as she doesn’t say much
Why ‘how do you think i can help you if we work together?’ is her opening question
Why you must NEVER express you opinion on anything
Why your personal and business presentation is key to your success
Why your meetings with clients are like going on stage
Why clients evaluate you against their value system and you don’t get a second chance to make a first impression
