![Page 1: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/1.jpg)
THE NEW CLIENT MEETING
With Heather!
![Page 2: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/2.jpg)
The New Client Meeting
![Page 3: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/3.jpg)
Old Client Meeting Stereotypes
• A lot of paper and forms your client fills
out.
• The lack of engagement in regards to
planning and up to date data.
• Focusing on client rather than client and
spouse,
• Having to print out 50 pages of reports to
show the client what you have done for
them.
• Showing the client what you’ve done,
rather than working with the client towards
a solution
![Page 4: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/4.jpg)
“How we communicate
is driven by the client” said Ron Carson, CEO of Carson Wealth
![Page 5: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/5.jpg)
![Page 6: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/6.jpg)
Three Client Meeting
• Annual Review
• Virtual Meeting
• Prospect Meeting
![Page 7: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/7.jpg)
Annual Review – The
Peterson’s
![Page 8: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/8.jpg)
The Old Way
![Page 9: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/9.jpg)
![Page 10: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/10.jpg)
![Page 11: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/11.jpg)
![Page 12: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/12.jpg)
Virtual Meeting – The Martins
![Page 13: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/13.jpg)
![Page 14: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/14.jpg)
Workshops
Begin Plan Change
Assumptions (Hypothetically)
Next Steps
![Page 15: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/15.jpg)
Prospect Meeting
![Page 16: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/16.jpg)
![Page 17: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/17.jpg)
![Page 18: THE NEW CLIENT MEETING - eMoneyblog.emoneyadvisor.com/wp-content/uploads/2015/05/...Old Client Meeting Stereotypes •A lot of paper and forms your client fills out. •The lack of](https://reader033.vdocuments.mx/reader033/viewer/2022051604/5ffef5fca15875784d37a29a/html5/thumbnails/18.jpg)
Engage Your
Clients
Interactive Planning
Utilizing Technology – Excite Your
Clients Client & Spouse Attendee vs.
Participant Put Your Clients at
Ease
Key Points