How you, as a financial advisor, can capture the attention of your clients in a meeting

There is no doubt that financial products are increasingly complex and consequently financial advisors must deliver more. However, a key question is how you, as a financial advisor, can capture the attention of your clients in a meeting. There are as many techniques to achieve this as there are advisers. Some financial advisors try to limit the length of their meetings to the maximum. Usually, this means that no meeting should last for than an hour. In fact, after 20 minutes you already take the risk to start losing your client’s attention. Reducing the length of the meeting is one thing but it should not mean that the quality of the meeting should be decreased. Instead, the financial advisor should focus his or her energy on making every minute of the shorter meeting matters. Being effective and straight to the point is a fundamental point. However, being flexible and listening to the client’s needs is another key element. You always need to listen carefully to your client’s needs. You also need to understand his or her passion in life and more importantly his or her objectives whatever they could be. Finally, a good financial advisor should try his or her best to avoid getting too much technical. The risk here is simple, losing the clients in technical details that he or she do not necessarily understand or even need to understand. Why making things complex when you can make them simple?