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How to get your new clients pumped about meeting you


Here’s a short video (teeny bit over 2 minutes) with a practical idea you can use in your advice business today that will help it grow.

I’ve also included the written version if you prefer to read it.

Give it a go – and make every minute count!

In todays video I share a way you can help get your new clients pumped about their first meeting with you 

When I first make an appointment to come and see you, what do you actually send me after that appointment (has been made) that’s going to get me a little bit more excited and maybe take away some of that anxiety or that overwhelm that I potentially could be feeling.

Or, if I’ve never had an experience before (with an adviser), I’ve got no idea what to expect.

But if I have had an experience with an adviser before there’s every chance that it wasn’t so great.

So think about what you can do, between someone making that first appointment with you, before they come in to really give them a sense of ‘wow this is really exciting’.

Some of the things you can do would be a video just like this.

Let them hear you, see you, and then when they meet you, you’re not so spooky.

Send them some information about the outcomes or the benefits or the expectations around that meeting with you.

But do it in client language from their perspective not from yours.

Maybe you can introduce them to the team, either in a team brochure or a team video, I mean gee, let’s get really powerful.

Maybe you could even take them on a virtual tour around your office, like get a video camera and take them around so they can see what it looks like.

Make sure that you include some ideas of how they get to your office easily, so where they park, is there public transport… it’s really small one, but you don’t want them consuming their thoughts about how they actually get to you.

You want them to be thinking about the things that they’re going to discuss with you, that’s going to really set them on that path to doing things that they’re not doing today.

And the most important thing is, what is the thinking that you want them to go through before that catch up?

Do you want them to think about what they’re going to do over the next 12 months or 2 years or 5 years?

What holiday destinations they want, what they want to do with their family, maybe what they want to do with their work and their career?

Whatever it is, you put some ideas into their head that’s going to help position what you do and how you do it, so that they understand why they’re coming to see you, and may get a little bit excited about it too.

Okay, so whatever you do with this, Make It Count.


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