Sitting with someone who might change your life can be intimidating. That person could become your financial advisor.

That’s why it’s crucial to have a powerful meeting to get to know each other, address important life concerns, and know how we can positively impact your life.

Want to know all about the first meeting process at Wealth enhancement group? 

In this episode, Charlie Massimo and Peter Anastasian explain everything you need to know about the first meeting they have with a potential client at Wealth Enhancement Group. Charlie and Peter address the questions they ask during this process to know better your emotions and needs and the importance of trust from both parties.

Charlie and Peter discuss:

• Their approach to the first meeting with potential clients
  
• The importance of humanizing and personalizing financial planning to understand clients’ emotional needs
  
• Their approach to making promises to clients
  
• The importance of truth in their client relationships
  
• And more!
  

Resources:

• Wealth Enhancement Group 
  
• 631-777-1030
  

Connect with Charlie Massimo: 

• LinkedIn: Charlie Massimo
  

Connect with Peter Anastasian: 

• LinkedIn: Peter Anastasian