As I mentioned in a previous post, I'm gearing up for my upcoming client roundtable on May 5th, and there's plenty of work to do. Over the next week, I'll keep you posted on the specifics of this meeting including the responses I receive from the group. To begin, I'd like to talk about some of the information I plan to discuss and share my goals for the session.
Why?
Why did you decide to work with me? What, exactly, was your reason for choosing to engage me? I'd like to think it has to do with how my financial planning analysis is unique and very informative. Wouldn't it be interesting if they chose me for non-technical reasons? Maybe they liked my demeanor? I expect this will be very telling! I have some preconceptions, but need to remain open about this.
Questionnaires
I will share my "Priorities Questionnaire" which I used to call, "What's Important to You?" Do they see this as valuable? Does it do a good job at cutting through to the core issues? Core issues—that's something I think we could all use help determining.
Processes
Do they find my processes efficient and effective? Moreover, do they consider them professional and would they be comfortable telling others about them? Do they feel our meetings are time well spent?
