The process of selecting someone to rely on for financial advice can take some time. Developing trust in the relationship often requires many interactions, reflection on the advice given and observations on how well the professional executes on the deliverables.
At the start, we like to hold an initial meeting where the agenda is simply getting to know one another. The first step is to see if there is a fit between what the potential client is looking to achieve and what we can deliver. We are also very interested in determining whether someone will permit us to help them. In essence, are they comfortable with receiving coaching from us in certain areas?
We take care in describing the services, and all associated costs, we would offer to meet the needs presented by the potential client.
At the end of the meeting, we encourage people to take some time to consider what they have heard. We also indicate whether we feel there is a good fit or suggest other sources which may be better suited to their needs. We also discuss any next steps should the potential client decide they would like to become a client.