124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
Here’s the outline for most review meetings with long-time clients:
- How is life? How is the family?
- Any major changes or updates?
- Here’s your situation. Everything looks good.
- See you next year.
And, that’s not bad. But there’s a better way.
It’s called a “Re-Discovery” meeting.
And, not only, does it keep your clients engaged while reinforcing your value. It deepens your relationship with them and enhances their life.
Most advisors love the idea. They just need to know how to do it.
In this episode, Ben Haas shares his step-by-step process for turning review meetings into “Re-Discovery” meetings.
You’ll Learn:
- How Covid reshaped how he viewed his role as an advisor
- The thought process for deciding which clients to try this meeting with
- Mental accounting strategies that empower clients to spend confidently
- The “Wealth Management Audit” he sends out prior to a review meeting
- The moment when Ben realized his review meetings needed a makeover
*To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here
Resources:
- App: One Second Everyday
- “Flourish” by Martin E.P. Seligman
- “What Will I Do All Day” by Patrice Jenkins, PH.D.
- “Atomic Habits” by James Clear
- “Advice That Sticks” by Moira Somers, PH.D.
Connect with Brendan Frazier:
Connect with Benjamin Haas:
About Our Guest:
Benjamin Haas is a financial advisor who believes in the power of human connection in financial planning. With a passion for going beyond the numbers, he helps his clients build deeper, more meaningful relationships with their money. Through his approach, Benjamin empowers clients to not only feel financially safeguarded but also live purposefully. His practice focuses on promoting reflection, guiding clients from merely “fine” to fully flourishing in their lives and retirement.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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