In the financial services industry, preparation is essential to building trust and lasting relationships with clients. Whether you’re a client-facing professional interested in streamlining your meeting prep, or someone interested in improving productivity across an entire client-facing team, this checklist will help you build a foundation for meaningful connections and successful outcomes.

See the checklist to:

• Personalise your pitch with client data
• Use enablement technology for client communications, training, and presentations
• Align with your team on goals, roles, and compliance
• Ask questions and address objections