Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
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Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
Mastering the First Consultation: A Guide for Financial Advisors (Ep. 32)
Full Advisor Coaching - The Podcast
37 minutes 11 seconds
6 months ago
Mastering the First Consultation: A Guide for Financial Advisors (Ep. 32)
How can financial advisors structure their first consultations to create a standout client experience?In this episode, Kristin shares best practices for creating a thoughtful and welcoming experience from the very first interaction.She covers how to leverage all five senses to create a client-centric environment, the value of doing simple background research before meetings, and why it's not enough to simply offer a “free consultation.”Listen in to discover how to lead a consultation that feels warm, intentional, and authentic, so you can connect with prospective clients and help them feel truly seen and supported.Kristin shares:* Why the first consultation sets the tone for the advisor-client relationship.* The importance of pre-meeting preparation and intake questions.* How your scheduling process and form questions can help your first impression.* What to do before the meeting.* How to use a visual one-pager to communicate your offering and pricing.* Best practices for following up after the consultation.Resources:* Confident Conversations That Win Clients with David DeCelle (Ep. 31) (https://fulladvisorcoaching.com/advisor-coaching-podcast/confident-conversations-that-win-clients-with-david-decelle/)* Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22) (https://fulladvisorcoaching.com/advisor-coaching-podcast/missing-out-on-revenue-how-to-maximize-your-lead-to-client-conversion/)* Scheduling tools mentioned: Calendly (https://calendly.com/), Acuity (https://acuityscheduling.com/), OnceHub (https://oncehub.com/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)
Full Advisor Coaching - The Podcast
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
