Join Josh and Amelie to discuss info gathering before your first paid meeting! Many of us have a tendency to make fancy forms to gather lots of detailed info about clients, but…what are the best practices?
Top takeaways:
- Ask yourself, “What am I trying to accomplish in this meeting?” and gather the bare minimum possible.
- The more information you ask for, the longer it will take them to schedule a first meeting.
- Think carefully about what you want to ask in person (and respond to the gut reaction) versus asking ahead of time and getting a more measured, reflective answer.
- The more of your work that can happen during the meeting, the more you preserve your time–try to enter data directly into software.
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
