Matt Bradford
5 First Meeting Mistakes and How to Avoid Them
Timeline
24.09.2025
Avoid the 5 most common mistakes that advisers make during initial meetings—mistakes that can erode trust or create distance.
60 minutes
Recognise the 4 core ingredients of trustworthiness—and how to embody them from the very first conversation.
Ask powerful questions which can help to demonstrate your value. Uncover deeper needs and demonstrate your unique value in a way that resonates.
Issued to
Matt Bradford
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Credential Verification
Issue date: September 29, 2025
ID: e1f02485-d838-4ff2-ba46-7fdd27bbd468
Issued by
VERIFIED
Timeline
VERIFIEDTimeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!
Type
Webinar
Level
Professional
Format
Online
Duration
60 minutes
Price
Free
Description
First meetings are brimming with potential. They signal the beginning of a new relationship, fresh challenges to explore, and—ideally—much-needed reassurance to offer. These conversations are your chance to set the tone, uncover meaningful insights, and begin laying the foundations of trust.