Handle the Human Element of Every First Meeting — Without Having to Change Your Nature
Whether you rely on the gift of intelligence or the gift of the gab.
A clear, structured, repeatable methodology—the First Meeting Framework.
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Financial planners, accountants, and specialists are highly trained technically, but how to connect with a human being and structure the first meeting is rarely a deep part of the professional curriculum.
Instead, you are often left to "figure it out" on the job, or through sessions that focus on tactics rather than nature, leading to a sense of uncertainty.
This discomfort usually stems from one or more of four reasons:
it does not feel natural.
a reluctance to appear pushy or “salesy”.
the pressure of corporate expectations.
Long-term corporate conditioning
The result is internal conflict, performance pressure, and a self-focus that prevents you from being truly present with the client.
Whatever the reason(s), the discomfort can be overcome with the right meeting structure, and a natural rather than forced connection process.
The Selling Path or The Serving Path?
Corporate conditioning imprints “the selling path” to some degree on us all over time.
Rarely do we stop and think about it.
Mostly, we accept it as a fact of business life and do the best we can with it.
The Selling Path
(ME-Focused)
The Serving Path
(YOU-Focused)
The First Meeting Framework is built on the foundations of The Serving Path
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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; there is so much more to it than we see.
Below the surface lie the different ways we make it all about ME - what we think and feel, what we believe about ourselves, how we define our role, and much more.
When we truly get “It’s not about ME” we are able to bring all this to the surface and examine it in a totally different light.
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 these three pillars:
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
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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
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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