The Standing Ovation Meeting

Colbeck, Todd
July 2012
On Wall Street;Jul2012, Vol. 22 Issue 7, p35
Trade Publication
The article focuses on client meetings as events. A financial advisor preparing for a client meeting is presented as being 90 percent logical and 10 percent emotional, the reverse for a client wherein it is primarily emotional. Advice on how to create a positive experience for the client is offered such as sending the agenda in advance, being prompt and starting the meeting by asking an empowering question. Asking what part of the meeting they liked best at the end is suggested.


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