{ "media_type": "text", "post_content": "A referral source calls and asks you to come meet a couple. What do you take w you? I like to show up with a pad/pen and a questionnaire sheet. Have also brought a pitchbook and a full presentation", "post_id": "5ac5f4e94b72580018681e81", "reply_count": 12, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

A referral source calls and asks you to come meet a couple. What do you take w you? I like to show up with a pad/pen and a questionnaire sheet. Have also brought a pitchbook and a full presentation

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What would you think of an attorney that met you anywhere else but his/her office and he/she brought a pitchbook? Personally, I absolutely hate the traveling salesman approach. I stopped doing that and started marketing, branding myself, and treating myself as a professional and the good clients started coming in and the flakes disappeared.

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Pen and note pad, a folder with my business card, a one page description of what I do. An estate planning checklist of documents they should have, a list of 60 things we do for clients and an article by vanguard discussing the value of a financial advisor

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A new yellow pad, and a pencil.

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Pitch book, ugh! Pad and pencil only and take lots of notes to communicate you are listening. Make it about them, not about you. Don't give them the opportunity to ask you first. And don't initially make it about their accounts or their risk profile. Get to know them as people. It may sound like small talk but it's really important. Only then do you share with them about you.

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Your satchel and a gun

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It depends on the location and how you run your business. If it's out to eat an entire presentation is always akward. Just talk, understand their situation, goals, etc. Go over how you work with clients and what they can expect. I don't try and sell anyone anything at all except me the first meeting.

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Your game face...

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Also, I only meet during business hours during the week. Not saying I don’t work nights and weekends but I only meet with clients during business hours at my office.

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For anything in life, if you pull out a pitchbook, I’m out. It tells me that you’re so out of touch with reality, I’m not trusting you with anything. I want to have a honest conversation with you and it needs to be apparent that you are passionate about what you do and you’re an expert at it. It’s the year 2018. If you haven’t developed a system, with all the technology readily available, where prospective clients are exposed to you and get to know who you are and what you do before you ever spend a single second of your time talking to or meeting them, you need to seriously think about what you’re doing and who are you learning from because you’re not on the right track.

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Pen, paper, business card,

I’m with IAR1 - wear a jacket and ask questions. At this stage you don’t know anything, so how can you walk in pitching them something they might not even need?

I think there's a difference between pitching people and being prepared. I'm prepared to show that I know what I'm doing, but I go in with the objective of learning about the prospect and their pain points or needs and setting a formal appointment. If they're jumping straight to the point and asking "why should we consider working with you", I'll use my one pager that explains my process. If they're not into the way I work I probably won't want them anyway.

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