From Initial Meeting To Profitable Client 2022 - 22 March 2022 (On Demand)


How to run an initial meeting so that your prospective client trusts your expertise and wants to engage you now

An initial meeting with a prospective client can be the key to winning a great client, or a disappointing waste of time. Given the opportunity cost of that time, it’s important that you get it right first time.

The way that you structure the agenda, what you say and how you say it is critical to getting the outcome you want – a profitable easy-to-work-with client. As a trusted advisor, you need to lead the conversation and set the tone and expectations of the meeting.

This webinar will give you a step-by-step guide to help you run a meeting that maximises your chances of landing your next client.

Attendees will receive a handy script summary as a ready reference for your very next meeting, as well as a bonus report: “How to Confidently Handle the Common Objections of Not Enough Time and Not Enough Money?”


22 March 2022


In this webinar, you will discover how to:

  • Qualify a new prospective client so you know if they are just kicking tyres or want to get going immediately
  • Communicate the value of your service and not just the price
  • Set expectations of how you work with your very best clients
  • Make an offer with ease and grace by presenting your service as the solution to their problem. It will feel as easy as sharing your phone number.


This is a practical webinar suited to financial and legal professionals who need to meet with prospective clients, explain what they do, and bring them on as profitable clients.


Dr Abbie Widin, Director, GTM Co.

1 CPD Hour

  • On Demand Event
    • $175.00 Summer Sale 40% Discount - Apply Promotional Code: SUMMER40 $105.00excl. GST
    Complete online in your own time (Self-paced)
    • $175.00 Summer Sale 40% Discount - Apply Promotional Code: SUMMER40 $105.00excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.