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Valuable Client Meetings for New & Existing Comprehensive Advice Clients.

Valuable Client Meetings for New & Existing Comprehensive Advice Clients.

Jim Stackpool
Founder of Certainty Advice Group
Jim Stackpool
Founder of Certainty Advice Group

Valuable Client Meetings for New & Existing Comprehensive Advice Clients.

Thank you Jim Stackpool for an insightful and fun session that included a client meeting demonstration. Virtual high five to Sam Kernaghan for volunteering (ok ok, being nominated) as tribute to play the role of client while Jim took us through his Certainty Discovery meeting process using his Certainty framework.

There were more than a handful of great FP nuggets shared, and we really enjoyed how Jim jumped in and out of role-play mode to dive deeper and explain the ‘why’ behind what he was doing.

Here’s just a couple of quick takeaways I had time to jot down during the session:

– Jim is a big advocate of having a really strong process or framework to follow, but not a script. You can absolutely give the meeting framework your own style and flare in the way you ask questions and guide the conversation with prospects and clients.

– Get comfortable with silence. This gives your prospects and clients time to really think about the questions you’re asking. They will most likely fill the gaps of silence with more information that will help you to understand where they are at now, and where you can add value.

– At various stages of the meeting, ask your prospects and clients whether they need help with money, advice or planning because these are not the same thing.

You can also join Jim’s Certainty Advice Group on XY HERE. Jim regularly shares content, webinar dates and is available to answer any questions you have.

Happy learning!

11 months ago

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Thank you Jim Stackpool for an insightful and fun session that included a client meeting demonstration. Virtual high five to Sam Kernaghan for volunteering (ok ok, being nominated) as tribute to play the role of client while Jim took us through his Certainty Discovery meeting process using his Certainty framework.

There were more than a handful of great FP nuggets shared, and we really enjoyed how Jim jumped in and out of role-play mode to dive deeper and explain the ‘why’ behind what he was doing.

Here’s just a couple of quick takeaways I had time to jot down during the session:

– Jim is a big advocate of having a really strong process or framework to follow, but not a script. You can absolutely give the meeting framework your own style and flare in the way you ask questions and guide the conversation with prospects and clients.

– Get comfortable with silence. This gives your prospects and clients time to really think about the questions you’re asking. They will most likely fill the gaps of silence with more information that will help you to understand where they are at now, and where you can add value.

– At various stages of the meeting, ask your prospects and clients whether they need help with money, advice or planning because these are not the same thing.

You can also join Jim’s Certainty Advice Group on XY HERE. Jim regularly shares content, webinar dates and is available to answer any questions you have.

Happy learning!