So you've finished your initial client meeting. What do you want to come away knowing? And what information should your prospective client leave with? Charlotte Richards finds out.
With the Retail Distribution Review (RDR) deadline looming, there is an ever-increasing need for advisers to relay the appropriate information in order to gain new clients and retain them. Professional Adviser asks IFAs what they look to take away from their first meeting. 1 Welcome Yvonne Goodwin, director of Yvonne Goodwin Wealth Management, uses the first meeting to find out whether she will get on with the client or not. For her, this is one of the most important factors to consider, as a financial planning relationship can - and should - last for years. "The last thing yo...
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