The average face-to-face interaction with a client involves at least two hours when you include preparation time. Why not spend five minutes to increase your return on that investment of time?
Dan Richards explains the most effective way to make recommendations to clients, based on research from best-selling author and seminal sales theorist Neil Rackham (Part 3 of 8)
Dan Richards explains how to create meeting agendas tailored to engage your high net-worth clients (part 2 of 8)
Dan Richards explains how to improve results in client meetings by 30% with some straightforward tactics (Part 1 of 8)
Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They will be more willing to attend your next meeting
Go beyond the standard questions and try to learn your client’s attitude toward money
Tailor your pitch to the specific needs of the client and review your presentation beforehand
In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to structure meetings for effective communication with your team.
Getting together over coffee or lunch shows that you think highly of your client