Handle the Human Element of Every First Meeting — Without Having to Change Who You Are
Whether you rely on the gift of intelligence or the gift of the gab.
A clear, structured, repeatable methodology—the First Meeting Framework.
The Problem
Financial planners, financial services specialists, and accountants are highly trained technically.
How to connect with the human being(s) opposite them and how to structure the first meeting is not a deep part of their curriculum.
That is why so many technically trained professionals feel discomfort in these meetings.
Particularly early in their careers.
Not because they lack intelligence, care, or the desire to help.
The discomfort is usually for one or more of four reasons:
it does not feel natural
there is a reluctance to appear pushy or “salesy”.
the pressure of corporate expectations
corporate conditioning
The result is internal conflict, pressure, and self-focus.
Whatever the reason(s) for the discomfort, it can be overcome.
The Selling Path or The Serving Path?
Corporate conditioning imprints “the selling path” to some degree on all of us over time.
Rarely do we stop and think about this.
Mostly, we accept it as a fact of business life and just get on with it.
The First Meeting Framework is built on the foundation Mindset, Intentions, and Language of
“the serving path”.
The Selling Path
(ME-Focused)
The Serving Path
(YOU-Focused)
The Serving Path
Starts with A Simple Truth…
“It’s not about ME”
It’s not about how I think or feel.
It’s not about growing the business, gaining a new client, or achieving KPIs.
It’s not about me selling you anything.
It’s not about me convincing you to buy anything or do anything.
This small shift in thinking is like an iceberg
Below the surface lie the invisible barriers of internal conflict and performance pressure.
And self-focus - the many ways we make it all about ME - unconsciously.
The First Meeting Framework
A practical, repeatable methodology for redesigning the first meeting.
Built on three pillars of transformation:
Consciousness
Mindset: It’s not about me
Connection
Intentions: understanding your true role
Co-Creation
Language: from business speak to human speak
Trust develops by the clarity of your example, not the force of your personality.
When first meetings evolve through this methodology
trust develops naturally and easily - or it does not
conversations become relaxed and easy-to-have
commercial success becomes a natural outcome rather than something you need to chase
What Clients Say
Noel’s exceptional capabilities have helped me redesign our initial meeting with potential clients and review meetings with existing clients. After 20 years of evolving my meeting and presentation content, the process Noel took me through was different to anything I had done before, and I am extremely pleased with the result. Noel’s contribution to my business has been most valuable.
Mark Lewin, Director
“Noel changed the game of “sales” for me. He taught me a better way to approach client conversations through better questions, deeper listening and clearer language. Once you truly get it, increased success and personal satisfaction follow.
Matt Congiusta | Principal - Private Wealth Adviser | Financial Keys
Who this is for
This is for financial advisers, accountants, and other financial services specialists who:
do not see themselves as salespeople
find the idea of being pushy or “salesy” uncomfortable
want a clear, reliable method and structure for conversations with potential clients
want to help more people with their expertise
For professionals new to their role, this learning might prove invaluable.
For experienced professionals, it may only be a reminder.
How I work
Whether people come to me via a webinar / conference / PD session, or word of mouth, the real work happens 1:1 as we explore your current conversations and beliefs.
This is an experiential process, usually a couple of hours a week over 2-3 months.
The only pre-requisite is the desire to help others with what you know and have.
If this resonates
Book a 1:1 conversation
or
Contact me via email