Nick Platt at HUM London 2025
Our One Meeting Close
At HUM London 2025, Nick Platt presented on the "one meeting close" approach to client engagement and onboarding. This talk addresses the challenge financial advisers face in efficiently converting prospects into committed clients without sacrificing service quality. It emphasises the importance of evolving from transactional engagement methods to a "tell" approach that secures client commitment from the outset.
Key Points:
The significance of the "tell" method: Articulating the client journey upfront transforms the adviser-client relationship by securing commitment before any advice is delivered.
The role of exceptional client service: Delivering outstanding service to existing clients generates referrals, ensuring prospects arrive pre-sold on the value of financial planning.
The importance of filtering prospects: Qualifying enquiries early prevents wasted time and ensures alignment between adviser proposition and client expectations.
The power of a clear proposition: A branded, articulate service offering gives advisers something tangible to communicate and clients something concrete to commit to.
The value of team-based onboarding: Distributing the engagement process across specialists improves capacity and allows advisers to focus on servicing existing clients.
Watching this video will equip financial advisers with practical strategies to streamline their client onboarding process and improve conversion rates, ultimately building a more scalable practice with stronger client relationships from the start.