#85: What info should I gather before a first meeting?

Season #1

Join Josh and Amelie to discuss info gathering before your first paid meeting! Many of us have a tendency to make fancy forms to gather lots of detailed info about clients, but…what are the best practices?

Top takeaways:

  1. Ask yourself, “What am I trying to accomplish in this meeting?” and gather the bare minimum possible.
  2. The more information you ask for, the longer it will take them to schedule a first meeting.
  3. Think carefully about what you want to ask in person (and respond to the gut reaction) versus asking ahead of time and getting a more measured, reflective answer.
  4. The more of your work that can happen during the meeting, the more you preserve your time–try to enter data directly into software.

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: