6 Client Meeting Skills That Turn Advice Into Action

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Most financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client.

In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action.

This episode is practical: what can advisers do differently in their very next meeting?

We will look at how to reframe your value, build trust early, position disclosure in a client-centred way, ask a better opening question, make fact-finding feel more natural, and connect the numbers back to the client’s goals.

This episode forms part of the 2026 PROpulsion LIVE theme: From Knowing to Doing.

In this episode, we cover:

Why clients often focus on products and how to shift the conversation
How to build trust in the first few minutes
How to turn disclosure into a trust-building conversation
A simple opening question that changes the whole meeting
How to make fact finding feel less mechanical
How to connect income and spending to the client’s goals

This episode is for financial planners, financial advisers, practice owners, managers, and anyone who wants to improve client conversations.

Question for the comments:

What is one client meeting skill you want to practise more often?

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