Making a good first impression is crucial, says Brett Davidson, managing director at FP Transitions UK, so a well-written, well-designed financial plan is the all-important first step
Assuming we know the types of clients we want to work with and we have a clear proposition to put to them, our next major challenge is how to present this to a new or existing client. The first client meeting needs to provide 'individualised consistency'. 'Individualised' by the adviser's particular skills while presenting key messages 'consistently' from all advisers that work within the same business. The consistency need arises because of two issues. The clients' call for a wide variety of information. Businesses need to have a consistent way of explaining the corporate value propo...
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