The Initial Meeting With a Potential Client...
• What do you need to know before you say anything about yourself, your firm, your advice, product(s) or service(s)?
• Why do you need to know this?
• What questions do you currently ask to find out?
• What do you tell your potential client about you?
• Why do you tell them that?
Most people don't know what they need to know; don't know why they need to know it; and don't tell their potential client what they most want to hear.