Making the right first impression – a guide to first meetings in private client

First impressions can have a lasting impact in private client work, particularly when clients are dealing with grief, illness or sensitive family circumstances. The way a first meeting is handled can influence not only how comfortable a client feels, but also the quality of information gathered and the foundations of the ongoing professional relationship.

This practical webinar explores how to combine effective client intake skills with genuine compassion, helping practitioners create a positive first experience while maintaining appropriate professional boundaries.

Topics covered include:

• Structuring a first meeting for maximum clarity and comfort.
• Using open questions to gather key facts without overwhelming the client.
• Reading emotional cues and adapting your approach.
• How to establish trust while setting clear professional boundaries.

The webinar will provide practical techniques that can be applied immediately, helping private client professionals approach first meetings with greater confidence and consistency while ensuring clients feel heard, understood and supported from the outset.