The Art of First Meetings Turning Prospects into Clients with Melissa Kidd

The Art of First Meetings Turning Prospects into Clients with Melissa Kidd

Your first conversation with a potential client sets the tone for your relationship. How do you establish trust instantly? What key phrases build credibility and showcase your value effortlessly?

Join us for this exclusive webinar and discover how to turn first meetings into lasting client relationships.

We will discuss:

1. Build trust by understanding how clients think.

2. Develop and confidently use powerful questions that foster trust.

3. Apply techniques that encourage prospects to open up, share, and gain clarity.

60 minutes of Structured CPD. For Financial Professionals Only

Melissa Kidd, Director at Motemr

Melissa Kidd specialises in helping advisers communicate, so that clients love talking to them. She’s a certified coach, studied Neuro Linguistic  Programming (masters) and been trained by the Plain English Campaign.  Her clients include CISI, PFS, CII, Nucleus, Saltus, Rathbones, St James’s Place and many other financial services firms. 

Debbie Holmes, Business Development Manager at ebi

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.