Join our FREE practice success portal and accelerate your practice growth

Audere Coaching & Consulting logo
Close this search box.

Minute-for-minute there are two mini-projects I can do with firms that generate as close to instant ROI as is possible.

The first is audio file noting (and no, it’s not just about which tech you choose), the second we call the First Contact Call.
I wanted to share a little about the second because:
  • I had a conversation that suggested engaging a coach was a longer-term ROI game, which it’s not.
  • It’s something I’m covering in the upcoming Fast Track program.
  • It totally changes the dynamic of the new client conversation across everything from turnaround times, fee sensitivity, meeting length, and more.
Having a 9-15 minute conversation BEFORE you meet with a client isn’t just about “pre-vetting”.
(Horrible, horrible concept by the way. Google to dictionary definition and you may see what I mean).
It’s about adding value to someone from the start, getting permission to lead, and asking some insanely simple questions that most advisers don’t like…
“What do you need from someone like me?”
And, in truth, it’s also about being able to be open and honest with someone if you aren’t the person to help.
Because there comes a time in EVERY practice where you’re ability to grow is completely proportionate to the realisation that whilst you COULD help many different people, doesn’t mean you SHOULD.
And sometimes the best option isn’t to waste an hour of their time (plus travel), and instead help them find the person best suited to help.
For such a simple, fully scripted framework (three phases, nine stages), that honestly takes me about twenty minutes to teach it changes everything.
I really don’t know why you’d want to engage new clients with it?

Keen for more tools, templates & insights?

Join our free best practice portal

Working with a coach shouldn’t be a guessing game.

That’s why we want to invite you to sample for yourself the unique body of training, tools, templates and resources we created specifically to help practices grow, expand and evolve.

Check out what you'll get access to
A man in a collared shirt is seen with words "Tools & Templates," "Special Access," "Training," and "Masterclass" surrounding him against a blue background.
Free portal

Access a free comprehensive portal with tools and guides designed to increase revenue by 20% and more.

Ready to talk 1-to-1? Let's chat.

Related articles

Master The Initial Meeting And Sell Advice Better

Read more »

Enhancing Your New Client Engagement Process

Read more »

How to Drastically Improve Your New Client Meeting Outcomes

Read more »

How New Clients Could Be Holding Back Your Business

Read more »

How to get a new client “Yes!” on the day

Read more »

Engaging new clients like a doctor

Read more »

Why prepping before new client meetings may be holding you back

Read more »

Closing Slow

Read more »

Why Wait?

Read more »

Before we meet…

Read more »

How to trim your first appointment

Read more »

Put your Deck Away

Read more »

And then Matt asked me what the “throw” was…

Read more »

Nailing Goal Conversations

Read more »

How pre-meeting questionnaires may be costing you clients

Read more »

Contact us

Let’s talk about how we can potentially help you and your practice to grow and evolve. We believe great advice is becoming more valuable than ever.

Be First To Know

Register your interest to become a participating practice owner or, as a BDM or PDM become an accountability coach

Register for free

There are a lot of insights waiting in since our goal is to provide value first.

Join List

Join our list and get the latest best practice insights in your inbox every fortnight