Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 19: What to expect when you first meet with a Financial Planner
The Finance Geeks Podcast
59 minutes 48 seconds
4 months ago
Episode 19: What to expect when you first meet with a Financial Planner
In this episode, Warren Shute and Paul Cleworth walk you through what really happens in a first client meeting — and how to make sure yours feels less like a cold sales pitch and more like the start of an empowering journey. Think of it as your client’s first step onto the Yellow Brick Road — and you're there as their guide, helping them find clarity, courage, and confidence about their future.
Warren and Paul break down the essential ingredients for a truly meaningful first meeting: warm hospitality, a calm and welcoming setting (with proper biscuits!), and a tone that’s informal but purposeful. You’ll hear how the goal isn’t to impress with technical know-how, but to really listen — to values, goals, fears, and dreams.
If you're serious about elevating your client onboarding, just click your heels and watch this episode, it will help you turn first meetings from transactional to transformational.
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Chapters: 0:00 - Intro
6:52 - What you should expect when you first meet a financial planner
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Show Notes:
Disc Profiling Tool
https://www.discusonline.com/en-gb/
Tandem Link Tree link
https://linktr.ee/tandemfinancial
Ferris Bueller 40 years! – Life moves pretty fast, if you don’t stop and look around, you could miss it!
https://www.imdb.com/video/vi814725401/
Poem Warren Likes
https://lindaellis.life/the-story-behind-the-dash-1
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
