• Why Chamberlyns provide a refreshingly different service and what that is
• Why Chamberlyns exists i.e. its why
• How Chamberlyns employ the E-Myth principals in their business
• Why first contact calls are always scheduled rather than reactive
• Why prospects have to meet the non-negotiable as well as some of the nice-to-have criteria and what those criteria are
• What is a 'compatibility and values' meeting
• The importance of establishing the right to speak
• Why "where are you trying to get to financially" is the most important question Michael asks

  @Chamberlyns_ms

• The importance of purposeful practice
• No improvement happens in your comfort zone
• Why full financial planning, every client, every time makes first meetings much easier

  @TamsinCaine

• How to reassure potential clients that they have come to the right place
• How a client's story is far more important than their money
• How to bring into adulthood the childhood feeling of awe of what's possible
• How to consciously design your business environment and continually improving it
• The importance of flagging up conflicts of interest with clients.

@JustinKing_MFP

• Why the first question is "Why are you here?" Then: "Anything else?"
• Why how planners FEEL in a meeting is crucial
• Why attachment emotions and survivor emotions are impacting on your success in first meetings
• What one to one coaching has taught Tina
• Why you need to run a profitable business.

@TheFinanceCoach

• How to set client expectations without even knowing it
• The importance of listening and challenging
• Why 'slow planning' develops a better long term relationship
• How to look for the underlying objective through deeper questioning
• Why understanding your own values is crucial
• Why living your own values is essential for authenticity

@damienrylett

• Why free FP seminars were the best thing Thornton ever did
• How she has adopted the training from the Inspiring Adviser program into her own scripts and process
• The unexpected benefits of setting up a client advisory board
• Why Thornton will see anyone who wants to come in for an initial meeting
• Why you mustn't oversell the positives
• Why, 'what is your one overriding financial objective?' is her key question and what to do once you have asked it
• How she sees the future of Lifestyle Financial Planning and opportunities for Financial Life Coaching
• Sharon @sharonsutton99

• Why great financial planning can change your life
• How Rob and Anthony plan to build a billion pound business
• The importance of scripting
• Why living authentically is important
• Why Paul Armson is a gateway drug!
• Why he opens with 'what led you to seek financial advice'?
• What Rob believes is the incredible opportunity for Financial Life Coaching
• What his advice is to Steve
• Robert Caplan @londonifa

• Why having no natural chemistry or empathy wasn't an issue in his career
• What he means by being like 'a friendly John McLean' (from Die Hard!)
• Why your personal motive is the most important factor in your professional life
• Why the initial contact with the office shouldn't be held by you / the planner
• Why the pre meeting call should be done by video call
• Why your connection with clients should be friendly, open and listening
• What an attitudinal questionnaire is and how you would use one
• Why his opening question is "tell me your story, how did you get to where you are now?"
• Why clients want a collaborative relation akin to a CEO and a CFO
• Why you should sell 'trial relationships'
• How he knew it was time to walk away Jason Butler @jbthewealthman His current book: The Financial Times Guide to Wealth Management: How to plan, invest and protect your financial assets (The FT Guides) http://amzn.eu/g62rr1S His new book:Squeezing The Orange: Simple Ways To Live A Full Life http://amzn.eu/9tJkdJt Website: http://www.jason-butler.com/

• Why you must treat everyone as unique and with an open mind and conduct meetings with no preconceptions
• Why the only background you should remember about someone is their name
• Why families are the key structures and influencers in the lives of our clients
• Why building rapport is not about your shared interest in golf! Why setting very clear boundaries at the start of your meetings is crucial to a successful client experience
• Why having a good memory is essential
• Why training advisers on her approach to meetings is difficult as she doesn't say much
• Why 'how do you think i can help you if we work together?' is her opening question
• Why you must NEVER express you opinion on anything
• Why your personal and business presentation is key to your success
• Why your meetings with clients are like going on stage
• Why clients evaluate you against their value system and you don't get a second chance to make a first impression
• What do you do with your penny pig?
• Find out more on http://uniqfamilywealth.co.uk and @UNIQfw
• Laura Janes at https://uniquity.co/about/ and @uniquity_co

• Why his location is irrelevant in his world
• Why video and video blogs are crucial to his success
• Why he has a 4 week program to get his clients organised
• Why structured documentation facilitates great conversations
• What do Plan B, desired lifestyle and Mega Vision mean and why are they a game changer
• Why 'not being' a regulated adviser is irrelevant in his role
• Why Facebook advertising works
• What he has challenged me to do in 2018