Marlene Outrim meets Financial Life Coach Podcast

Why you must treat everyone as unique and with an open mind and conduct meetings with no preconceptions Why the only background you should remember about someone is their name Why families are the key structures and influencers in the lives of our clients Why building rapport is not about your shared interest in golf! Why setting very clear boundaries at the start of your meetings is crucial to a successful client experience Why having a good memory is essential Why training advisers on her approach to meetings is difficult as she doesn’t say much Why ‘how do you think i can help you if we work together?’ is her opening question Why you must NEVER express you opinion on anything Why your personal and business presentation is key to your success Why your meetings with clients are like going on stage Why clients evaluate you against their value system and you don’t get a second chance to make a first impression What do you do with your penny pig? Find out more on http://uniqfamilywealth.co.uk and @UNIQfw Laura Janes at https://uniquity.co/about/ and @uniquity_co