Outsmart your bias client meeting checklist
As you prepare for a meeting with a prospective or existing client, use this checklist to become aware of your potential bias and develope strategies to outsmart it. The first section of the checklist pertains to pre-meeting preparation to create awareness around potential bias, while the second section focuses on in-meeting best practices for serving diverse clients.
For financial professional use only
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You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
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