Do you look forward to your annual physical? Probably not. While the best possible outcome is “You are fine. See you in a year,” you can’t help but worry there will be a “but” in there somewhere: You need to lose weight. You need to eat healthier. You need to exercise more.
When financial advisors meet with clients for annual reviews or to deliver proposals, there is the feeling in the background: “This is going to cost me something.” Putting prospects and clients at ease includes giving them some control over the process.
How can you put clients and prospects at ease? Check out the slideshow above for 17 tips.