The New Playbook for High-Impact Advisor Meetings

Here at Nitrogen's Fearless Investing Summit, we asked a simple question, but it doesn't have a simple answer. How do advisors add value when it comes to client meetings? So, I caught up with advisers and industry experts to learn more.

The thing I really believe in about making a client meeting great is that your advice is enhanced through persuasive visuals and a simplification that makes what you say so impactful and again sparking that catalyst moment that we talk about so much and that we think is the core of success between a client and their adviser. Advisors deliver value to clients in their meetings by remembering that the relationship is the product and always focusing on creating personal connection and showcasing that relationship.

The way that advisors can bring value into client meetings is through a system called Gifttologology. There's actually a book written about it. So really understand your clients to the core.

What makes them tick? And you might want to incorporate some gift or show them that you care. They might have had like a recent anniversary.

You might include like a picture that you find on their Facebook, on their Instagram. Do something that's really special and personalized for your clients in terms of gifting. Send them something that they didn't expect and use that as a vehicle to actually show people and demonstrate you care.

It's not what you do, but it's how you show up. It's it's it's how you make people feel. And that's the thing that your clients will always remember.

I think the way that advisers deliver value in client meetings is stop thinking so much about the numbers. Really get to understand what your client's perfect day looks like and reframe your services all around that.