The Initial Meeting and the Vision Meeting are two consultation-type meetings that are part of LWP’s enrollment process. LWP Implementation Coach Amanda “Mandy” Bossow describes them both and how to utilize them for optimal results.
The 5 Key Parts of a Successful Vision Meeting
The purpose of the Vision Meeting is to get into and understand the client’s perspective and goals and offer options that will help the client achieve them. LWP Coach Phil Miner describes the 5 parts of the Vision Meeting that need to be followed to get hired: The Opening, Discovering the Client’s Needs and Counseling Them, Clarifying Their Vision and Planning Options, Leaving the Room, & Returning and Closing the Meeting.
Know the Seven Common Workshop Mistakes and How to Avoid Them
When LWP members start putting their workshops together for the first time, they often think of them as a way to generate new clients, which is a key outcome. However, they tend to focus on the workshop solely as a lead generator, and this mindset falls severely short in terms of what workshops actually help you accomplish. The workshop should be considered part of your process, the education part. It is the part of the process that almost everyone needs, but they don’t think they do. The workshop helps participants see things they didn’t know, as well as things they didn’t even know they didn’t know; it provides them something new upon which to reflect. The workshop doesn’t just generate leads; it helps enroll qualified candidates into your firm for a Vision Meeting and helps you accomplish higher retention rates and higher average fees, adding to increased profitability. This article gives an overview of seven common workshop mistakes that will sabotage your success.
