Welcome your clients as guests
One of the cheapest, easiest ways to impress prospects is with food, beverages and good service. - Katherine Vessenes, President, Vestment Advisors.
Many prospects make a decision in the first few seconds of meeting a financial advisor about whether they’ll hire that advisor. How can you make sure they pick you? The process actually starts before the first meeting. “One of the cheapest, easiest ways to impress prospects is with food, beverages and good service,” says Katherine Vessenes. Enlist your receptionist to welcome prospects warmly with a greeting such as, ‘Oh, you must be Mr. and Mrs. Smith. Joe is expecting you.’ Serve warm cookies on nice china and their favorite drinks in crystal glasses.
-Katherine Vessenes, CFP and president of Vestment Advisors, in Turn Prospects Into Clients
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