What is the deep value that an Adviser should be seeking to give to a prospective client in their first meeting together? After analysing hundreds of meeting recordings between Advisers and their clients I can tell you that most are either getting this wrong or not applying enough explicit intent.
The true value in advice is not giving advice but instead knowing how to ask the right questions.
What is your value? How do you run your first meeting with clients?
I am building a community of Advice & Service Firm Owners who are committed to accelerating every element of their businesses and to building their profiles through authentic leadership, innovation, and mutual support.
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