Gaining Confidence and Building Rapport in Client Meetings

Recording | Slides

The first meeting with a client can be stressful. It’s a new relationship and you want them to see you as their most trusted adviser – their CPA. In this webcast, CPA financial planners Mark Astrinos and Jean-Luc Bourdon will help you gain confidence and build rapport in client meetings by sharing tips, resources, and their own personal experiences when it comes to building meaningful relationships with clients, including:
  • Setting the stage for a comfortable first meeting
  • Establishing credibility within the meeting
  • Using effective communication tools
  • Asking discovery questions to learn about the client
  • Nurturing empathy
  • Addressing difficult topics