Are you ready?
If you are looking forward to finally experiencing the client facing part of your role as a financial planner, are you confident and ready? Or if you have been meeting with clients for a little while now can you say that you have been able to connect with every client that you have met? Can you honestly say that you know how to engage with any client and find out what makes them tick? You may know your technical stuff, your products and you certainly know about the compliance process and procedures, but do you really feel like you are performing your role completely as a financial planner when it comes to the client relationship? Do you understand your clients and conduct the interview process seamlessly, building trust and empathy along the way? How will you build that ever so important element of trust with the client in the first interview and beyond?