Road Warriors: How Advisors Can Make the Most of Client Visits at Home

03-13-2023 08:00 AM Comment(s) By Marlene

Road Warriors: How Advisors Can Make the Most of Client Visits at Home

Are you a road warrior? This can be a great way to build personal connections with clients and make them feel more comfortable. However, it also requires some preparation and planning to ensure that the appointment goes smoothly. In this blog post, we'll share some tips and tricks for advisors who drive to client's homes for appointments.


1. Plan your route: Before you head out, make sure you know the best route to get to your client's home. Use a GPS or map app to get directions, and consider traffic and other potential delays. It's also a good idea to give yourself some extra time in case you get lost or encounter unexpected road closures.


2. Bring the right materials: Make sure you have all the materials you'll need for the appointment, such as a notepad, calculator, and any documents or forms you need to review with the client. Double-check that you have everything you need before you leave your office.


3. Dress appropriately: While you want to be comfortable, it's important to dress professionally for the appointment. Dress in business attire, and make sure your clothes are clean and wrinkle-free.


4. Be respectful of the client's home: When you arrive at your client's home, be respectful of their property. Take off your shoes if asked, and be careful not to bump into any furniture or decorations. Also, be mindful of any pets or children in the home and adjust your behavior accordingly.


5. Be prepared for distractions: Clients may have distractions in their home, such as barking dogs or ringing phones. Be patient and understanding if interruptions occur during the appointment, and try to work around them as best you can.


6. Have a backup plan: In case of unexpected technical difficulties, make sure you have a backup plan. For example, bring a mobile hotspot or an extra charger for your laptop or phone.


7. Follow up: After the appointment, be sure to follow up with the client to ensure that they understand the information discussed and to answer any remaining questions. This will help build trust and strengthen your relationship with the client.


By following these tips and tricks, you can ensure that your appointments with clients who you drive to go smoothly and successfully
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