All professionals are prepared. The more prepared you are, the better your chance for success. For instance, a dentist reviews your chart before pulling out the picks and drills. Lawyers get briefs together before entering a courtroom. Physicians ask lots of questions to better understand your health history before rolling you into the operating room. Can you imagine any of these professionals going about their daily routines without being prepared? You would probably never go back.
The same goes for your clients. They deserve to have a knowledgeable, reliable professional on their side. Before you ever walk into a meeting room or even speak with a client, ask yourself, “Would I be impressed by my preparedness?” All too often, we walk into meetings without having done the work beforehand to ready ourselves for the client’s specific needs. Do your homework. Your client, and your business, will thank you for it.
Do you have ideas to share with other advisors? E-mail them to us at [email protected].