How to increase first meeting conversions

Many advisers don’t realise this.

But the way they’re handling their first meetings could actually be pushing people away—even the ones who were ready to work with them.

It’s not their fault.

The default advice they (and you) have probably heard is about informing prospects, not actually converting them.

But the very last thing you want to do is sound salesy or pressure people.

In this live webinar, you'll learn:

• The 5 common mistakes that are quietly impacting your conversions
• The 4 things prospects want from a first meeting which can lead to a 71% conversion rate
• The simple, repeatable system for attracting and converting your ideal clients without sounding salesy

It’s for you if:

• Communicating your value to prospects can prove challenging
• You have been ghosted one too many times
• You aren’t sure how to ask for the business, without sounding salesy
• You rely on your technical skills to prove your competence
• You’re curious to know what other advisers find tricky
• You need to increase conversions
• You want a step-by-step roadmap to follow – not wing it!

Melissa Kidd will be running this session.

Melissa is the Director of Motem Ltd. She helps financial planning firms win and keep clients by improving the way they communicate. A sought-after speaker for the PFS, CII, CISI, she’s worked with organisations including the Rathbones, Nucleus, SJP and Saltus.
She co-wrote the PFS Suitability Report Writing Guide (2024) as she has been trained by the Plain English Campaign, she is a Master NLP Practitioner and a certified coach. Her background in psychology and communication means she brings both research-based approaches and highly practical tools.

Book a call to discuss joining the mentoring programme:
https://calendly.com/motem/30min