The first meeting: find the real problem
Their agenda, every fact, the risk in dollars, the fit check, three products from Navigator, then meeting two.
Facts decide the recommendation. Keep them on the client's card in Genius and confirm every one before you show a proposal.
Saves notes and records on the client's card
You'll learn to
- Save their words and facts on the client's card
- Run Income gap planning and say yes, part or a clear no
- Narrow to three in Navigator and send the meeting-two link
In this guide
- 1. Their agenda first, in their words (done)
- 2. Collect every fact (done)
- 3. Test the risk in dollars (done)
- 4. Check the fit, or say a clear no (done)
- 5. Name the job, then narrow to three (done)
- 6. End with homework and meeting two booked (done)
- 7. Quiz: run the first meeting (done)