Webinar: Five first meeting mistakes and how to avoid them 2025

In this IIL financial planning webinar, Melissa Kidd shares some insight and top tips to improve your first meeting conversions.

First meetings are brimming with potential—a new relationship, new problems to solve and hopefully much reassurance to offer. But often advisers and planners miss opportunities which impact their conversion rates.

Learning objectives

• How to avoid five common mistakes which can result in poor conversion
• How to weigh up the pros and cons of an introductory/screening call
• How to ask questions to demonstrate your value

Speaker

• Melissa Kidd, Director, Motem Ltd