High-Trust Client Meetings: Using Behavioral Science to Make Meetings More Meaningful

Every client meeting has some built-in opportunities to connect with clients and build trust - IF your meeting is designed correctly! This session will deliver a blueprint for creating client meetings that help you connect with clients, build trust, and ultimately help more. The key: using behavioral science to refine your consultative strategy. This session will give advisors practical, real-world strategies they can use to make any client meeting better.

Learning Objectives:

1. Identify factors from behavioral science that influence meeting construction and execution
2. Understand a model for using the consultative process at key points in client meetings
3. Learn strategies and skills for beginning, discovering, delivering, and ending client meetings