The 5 Must-Have Wealth Management Meetings with Every Client - Episode 4

Описание: How do you deliver a world-class client experience—consistently and cost-effectively? In this video, I’ll share with you a systematic, repeatable process for uncovering clients’ needs and offering solutions that delight them. Build a great business and a great life!

FINANCIAL ADVISORS—TAKE ACTION: Accelerate your pathway to elite advisor status— Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv

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Top financial advisors generate huge success when they do one thing above all else: act as consultants to their clients and work in real partnership with them over time.

That consultative, partnership-based approach is driven by a systematic process to deliver comprehensive wealth management solutions to your clients—solutions that go well beyond investments.

To ensure that you are giving clients this consultative wealth management experience consistently, take each one through a series of five scheduled meetings. Each of these five meetings is designed to win, serve and retain clients while fostering trust, growing the relationship and delighting the clients—not to mention providing you with numerous opportunities to get referrals.

1. The Discovery Meeting
2. The Investment Plan Meeting
3. The Mutual Commitment Meeting
4. The 45-Day Follow-up Meeting
5. Regular Progress Meetings

This systematic approach to the client experience yields substantial dividends:

• You will uncover your clients’ true financial issues with a high degree of accuracy, which in turn will enable you to determine the appropriate actions for addressing those issues.
• You will delight your clients, who will be more likely to provide both additional assets to manage and introductions to qualified prospective clients. This in turn will lead to greater revenue and, ultimately, a substantially higher net income.
• Because the process is systematic and replicable, you can offer it in a relatively cost-effective manner, increasing your profit margin.

So, check out the latest episode, and don’t forget to leave a comment letting me know how you’re looking to enhance the experience you deliver to clients and prospective clients in your practice.

John Bowen

Don’t forget to share this business-building advice with your team and others so they can gain key insights, too:    • The 5 Must-Have Wealth Management Meetings...  

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ABOUT JOHN BOWEN
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John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 19 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones.

Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 21 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. During this time frame, Assante more than tripled its assets under management to more than $25 billion.

Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including The Elite Wealth Manager: Delivering Exceptional Value, Achieving Exceptional Success; Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices; The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants; and Breaking Through: Building a World-Class Wealth Management Business.

Take the next step: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv

What we do and who we are
Partnering with you to accelerate your success is what we do.
Helping you build an amazing life of significance is who we are.

What we believe
We believe you can build an amazing life of significance by serving fewer, wealthier clients extremely well. We also believe you can do it faster and with less effort than you ever thought possible.