{ "media_type": "text", "post_content": "Financial advisors—how do you prepare for a meeting with a new client? What information do you need to gather? What information is useful for your pitch? Where do you find this information?", "post_id": "6165f8556e37f8002c79d961", "reply_count": 1, "vote_count": 2, "bowl_id": "553769a790f5eebe1d2a0f92", "bowl_name": "Finance" }

Financial advisors—how do you prepare for a meeting with a new client? What information do you need to gather? What information is useful for your pitch? Where do you find this information?

like
Posting as :
works at
You are currently posting as works at

Your job is to really listen and obtain their trust. I don’t prepare at all for first appointments. They should leave liking you because you’re a likeable trustworthy person. If you start with Beta and Sharpe ratios you’ll lose them pretty quickly. I don’t research how to fix a car before I get my car fixed. I need to trust the guy or I don’t. Take good care of me put my interests first and don’t rip me off. This is always true

like

Related Posts

Hey Witches! I have an offer from Infy and another offer from product based company. Infy is giving me X whereas the other one is offering X+2 lpa. Shall I go for counter offer with Infy? Do they entertain? If anyone has done so, please enlighten me. Also, I have got chandigarh location in Infy, any idea what sort of project are there? In product based company, I'll be working on there some proprietary application. I wanted to understand if Infy can renegotiate and projects in Cdg location.

like

Client requested more than 3 ideas but less than 5. 🤔🤔🤔🤔

likefunny

Promotion year: bad relationship with the project manager , advice ?

like

On a travel project, is it worth getting a gym membership expensed in this city or just paying for a day pass and expensing it under the expense policy?

like

People not busy on their project how are you passing time? You looking for work, reaching out for work or sitting waiting for work?

like

I’m not sure consulting is for me longterm. I’m a natural coach/team leader/people developer, and I love this part of my work, but I don’t love project work with clients (I’d rather just win and hand it off). I’m also really good at identifying patterns, developing processes, listening, and teaching others (whether that is tech during sales/implementation, speaking, etc). I’m really stuck in terms of career. Anyone have thoughts on possible directions? I know this is kind of vague....

like

Just need to rant - A manager I worked under took credit for my work, and had the client write her a recommendation on LinkedIn stating that she was the person responsible for it.

like

Have you ever left a company to only join a new one and find yourself still working with the same client?

funnyhelpful

I'm on a reporting team with a Manager who doesn't manage strategically. He says "yes" to everything, doesn't keep meetings on track with client and SM, doesn't own anything but agrees to

like

Say you made a mistake in an analysis that’s gone to the client. How did you handle it?

like

Getting staffed on a year long project with extensive travelling while I am pregnant. Do people travel during their third trimester? Or is it better to reveal it? I am 9 weeks pregnant.

like

10+ YOE, experienced hire, and up for promotion to SC this year. My current project is straight up analyst work (absolutely no disrespect). I spend my days doing nothing but updating excel sheets, producing reports for slides, and doing extremely boring work (go into 100+ folders/excels and report back on who's completed what). I not only feel like this is BS, but I feel like it's going to screw up my promotion. I've never asked any analyst I have worked with to do this stuff, yet here I am...

like

Decided that I’m leaving audit today. Trying to understand the full range of opportunities in forensics. Will have my CPA and CFE. So far, I understand that there are client-serving firms like FTI and then the B4 will have forensics arms as well. What are some other forensic accounting roles? Pros and cons? Better than audit? Honestly just looking to learn anything.

like

Thoughts on + 1s at client dinners? I think they just shouldn’t be there. A creative asked to bring his gf in front of the crew & client. I felt I couldn’t say no and regret it.

like

I’m very into indian arts culture and myself learned classical dance forms (3), Carnatic singing, and violin, but I am interested to hear about some more arts you all might be engaging in as hobbies or passions. I really like to work with my hands to create something. Right now I’m working on a project to learn interior design using high end, business professional desi design patterns in my apt. What are some other nice arts culture hobbies inspired by India?

like

Question: The company that you are working for offers cloud managed services and has been approached by a potential client. What are some areas (or red flags) you would consider before responding to their RFP? ( I started putting together a response but would love to get your insights) Answer: 1) Understanding of current annual spending vs spending if they adopted our cloud services 2) Clients expected growth rate 3) Regulatory requirements depending on industry (medical, fed etc)

likehelpful

Networking question here. A retired partner at the firm I used to work out reached out to me recently about attending an afternoon during the week (b4 4/30) with one of his long time clients. The partner and I have kept in touch since I joined my new firm and I feel like his invitation is a great networking opportunity since the client (who I have worked with before) is on a number of boards. Torn as how to request off as an S3. Could materialize to nothing but could be good for reconnecting.

like

Which project seems more interesting? 1) Medicare Sales Strategy 2) FFV Provider Network Delivery

like

Can anyone tell me if Marcum drug tests experienced hires? Also, are client drug tests mandatory or “optional”?

funny

Trying to solve client requirements like:

Post Photo
likefunnyhelpful

Additional Posts

What do managers in FDD big 4 make, HCOL market (M1/M2 please). And do you feel fairly compensated for the time you put into your job?

like

Been at my current company 6 months. Is it too soon to ask for a raise? I’ve already sold through and produced multiple tv spots and just had a campaign go viral. Don’t want to appear opportunistic.

like

Any guesses for how much the mid year pay raise at Deloitte will be for FDD?

like

I’ve been a jr at my agency for one year. How should I approach my manager about a promotion? I’ve been taking on a much larger role the past 5 months (cont...)

EY moms, anyone here quit at the end of your maternity leave? Did you have to pay back anything?

Can someone explain the rationale behind fed hiring a firm for a staff aug role/set of roles versus a dire-hire contractor?

like

Morale at my firm & group is at an all-time low (no COVID bonuses, departures en masse etc). Partners asked seniors directly to do something on Friday and they collectively (I think) decided they would not work on the weekend and passed it on to me - at least 4 seniors called me independently to check if I was “available” to deliver it to the partner on Sunday (yeah of course...), so it was very obvious that all 5 of them decided they would just ruin my weekend instead.

like

Let's do a salary thread for Producers: Post your - Salary - City - Years of experience - If You've Won Awards. Fishbowl will circulate the data once we've reached 150 responses, so make sure to share with your coworkers.

like

Exit ops in charlotte other than the big banks (wells, boa)?

like

Is Southwest credit card - companion pass promotion worth it? Dallas based.

like

Hey Witches! I have an offer from Infy and another offer from product based company. Infy is giving me X whereas the other one is offering X+2 lpa. Shall I go for counter offer with Infy? Do they entertain? If anyone has done so, please enlighten me. Also, I have got chandigarh location in Infy, any idea what sort of project are there? In product based company, I'll be working on there some proprietary application. I wanted to understand if Infy can renegotiate and projects in Cdg location.

like

Client requested more than 3 ideas but less than 5. 🤔🤔🤔🤔

likefunny

Advice for negotiating salary when first starting at your firm? How much higher than my current salary dare I put as desired salary? MD/MBA here in healthcare sector. Please help!

like

Anyone find it suspect when some Partners throw around "I'm sure we all would prefer to be in person..." type things? Like do you hate your family or something? Maybe I'm getting to used to remote work 😬

likefunny

Promotion year: bad relationship with the project manager , advice ?

like

Does anyone else feel being treated almost equivalent to slaves being on a work visa in USA? They can anytime deny your case even without reason and have you go back to your country....

like

I have a phone interview with EY for a Supply Chain (Demand Planning and IBP) position. It’s with the director of the talent team and, I imagine, just an HR screening call, anybody have advice?

Best consulting firms with best WLB? Do they exist? Young professional starting to think about where I'd like to work hard to end up in the next 5-10 years.

like

What is the process to move from Big 4 Delivery Center to Core Consulting? Is making this switch hard & how do do you get started with it?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

{ "isSet": true, "allowed": true }

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy.

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal