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6 ways to create a good
first impression and win
the client
Ensure your social
media profiles are up to
date
Potential clients are likely to form an impression even before they meet you
by researching your social media profile, so it is important that all your
profiles portray a professional image. 
Create the right office
environment
Creating a different environment is something that is very easy to do and
gives a great first and lasting impression. 
Let your existing
clients do the talking
You can tell a prospective client how much you can do for
them. Present case histories of how you have helped clients in a similar
position.
Articulate your point of
difference – in dollar terms
This point of difference is how you will make or save money for the client.
Offer a no-obligation
financial check-up
No-obligation report that shows how finances could be structured more
effectively.
Follow up quickly
Opportunities can go cold if you rely on the client to get back to you.

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6 ways to create a good first impression and win the client

  • 1. 6 ways to create a good first impression and win the client
  • 2. Ensure your social media profiles are up to date Potential clients are likely to form an impression even before they meet you by researching your social media profile, so it is important that all your profiles portray a professional image. 
  • 3. Create the right office environment Creating a different environment is something that is very easy to do and gives a great first and lasting impression. 
  • 4. Let your existing clients do the talking You can tell a prospective client how much you can do for them. Present case histories of how you have helped clients in a similar position.
  • 5. Articulate your point of difference – in dollar terms This point of difference is how you will make or save money for the client.
  • 6. Offer a no-obligation financial check-up No-obligation report that shows how finances could be structured more effectively.
  • 7. Follow up quickly Opportunities can go cold if you rely on the client to get back to you.