What should we care about at the meeting?

Were doing people oriented business:

Client occupation, interest (, , client , eg
, fund, sports), event planningget empathy with clients (L1)
Step by step explanation about company and our business, terms (in your own words which are
easily understood by clients, depending on the client investment pattern), presentation +
education (L2)
Recording client information: basic, marriage, mortgage, cash or stock
Giving suggestions after client data analysis
Different advisors have different styles: find your own styles: informative+ professional, or easily
touching the customers emotions
A lot of clients dont really understand details of their investment without updates and follow
ups thats what we should do, taking responsibility and utilising soft skills.
Visiting:
client
professional
new concept

IFA

case
research
top brands features

Convoy

quota