About this Checklist
In the financial services industry, preparation is essential to building trust and lasting relationships with clients. Whether you’re a client-facing professional interested in streamlining your meeting prep, or someone interested in improving productivity across an entire client-facing team, this checklist will help you build a foundation for meaningful connections and successful outcomes.
What you’ll learn
- Personalizing your pitch with client data
- Using enablement technology for client communications, training, and presentations
- Aligning with your team on goals, roles, and compliance
- Asking questions and address objections