Get Ready for your Client Meeting (First)
Insurable Need & DIME
Break down expenses
Why We Ask These Questions
Before you can help your client build wealth or protect their family, we need to understand where they’re starting from.
The Financial Questionnaire helps us:
Understand the client's household
Gather basic financial information
Evaluate protection gaps using the DIME method
Lay the foundation for saving, investing, and insurance strategies
Get Ready for Your Client Meeting
Coming to client meetings prepared builds trust—and increases the chances they’ll do business with you. Enter everything you learn into WealthSmyth and use this guide keeps your meeting flowing naturally while capturing the essentials.
Prep Steps:
Open WealthSmyth and click “+ New Lead” and choose Client as the Lead Type
Add any info you already have (name, spouse, income, etc.)
Enter new details as you go through the conversation
Use This Script to Guide Your Meeting
Is it alright if I ask you a few questions so I can give you the 30 minute version not the 3 hour version today?
5 Magic Questions
Where are you both currently working if you don't mind me asking?
How long have you been there?
You must love it there?
I would assume that if you are working there they offer you a 401(k) or they are offering you a retirement plan through work is that correct?
How about prior to where you work now do you have any old 401(k)s or retirement plans you are no longer contributing to?
What about life insurance? Do you own any life insurance thats separate from your work?
What about little ones? Do you have any children?
Do you believe in saving for their future or do you believe that should be 100% on them? All parents are different.
If they do believe in saving for their kids: Have you started that just yet?
Lastly we will get to talk a little bit about our company's expansion plans where we are looking to go and grow. Are you at all open to talking about ways to earn extra income or are you perfectly comfortable where you are at?
(If open) Ok great well we will have some time to talk about that.
Thank you for sharing all of that.
What I am going to do now is transition over to sharing my screen and walk you through who we are and what we do and what (trainee)will be doing with us!
FIRST PAGE (Strength in selection)
The company that I represent is Global Financial Impact. They are a broker dealer that allows us to give our clients the choice of what company they would like to work with. We work with about 25-30 different AAA+ insurance and investment companies. These are some of the ones that we would call our platinum providers.
Do any of these names or logos look familiar to you?
These companies create all of the products. What we do is we market and advertise these products to our clients. And one of the best things about working with us is when we sit down with clients we dont have to charge them.