Mastering the First Consultation: A Guide for Financial Advisors (Ep. 32)

How can financial advisors structure their first consultations to create a standout client experience?

In this episode, Kristin shares best practices for creating a thoughtful and welcoming experience from the very first interaction.

She covers how to leverage all five senses to create a client-centric environment, the value of doing simple background research before meetings, and why it's not enough to simply offer a “free consultation.”

Listen in to discover how to lead a consultation that feels warm, intentional, and authentic, so you can connect with prospective clients and help them feel truly seen and supported.

Kristin shares:

• Why the first consultation sets the tone for the advisor-client relationship.
• The importance of pre-meeting preparation and intake questions.
• How your scheduling process and form questions can help your first impression.
• What to do before the meeting.
• How to use a visual one-pager to communicate your offering and pricing.
• Best practices for following up after the consultation.

Resources:

• Confident Conversations That Win Clients with David DeCelle (Ep. 31)
• Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22)
• Scheduling tools mentioned: Calendly, Acuity, OnceHub

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: kristin@fulladvisorcoaching.com
• Schedule a Conversation with Kristin