Checklist

The Ultimate Pre-Meeting Checklist for Financial Services

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

  • Personalising 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

See the Checklist