When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional.
When a client prepares to meet their advisor, is it a logical experience or an emotional one? Again both, but the scale is reversed with the emotional side dominating for the client. Would you say there is a bit of a disconnect with the way both sides prepare for and experience the meeting? Absolutely, and whose experience is more important? (Hint: If clients don't like the experience, they can leave). A client meeting shouldn't be planned for like a regular meeting. Client meetings are events.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access