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Becoming A Client The Process Sometimes a person's previous experience with another financial company can lead them to conclude that 'You're all the same'. When that view is based on an unpleasant experience (eg perhaps they felt pushed or pressured) we can be judged unfairly. For that reason the process that a person goes through in order to become a client is explained below. The purpose of the first meeting with an Adviser is to enable us to understand the kind of advice our client might need or want. If our client recognises how we might be of help and wants to see us again, a second appointment can be arranged. In that event our Adviser is committing himself to do work on the client's behalf. In return he will ask for some assurance that the client will be available to attend the next meeting to discuss the recommendations in his report. Having gained a clear understanding as to what our client wants, our Adviser will invest the time and resources available to produce a! report. Depending on its contents, that report may be sent to the client enabling it to be read prior to the second meeting, or it may be appropriate for the report to be presented and explained. Should the report have been sent to our client, we would appreciate the client reading it before the next appointment. Usually our client will have questions that need addressing during the meeting. It's normal practice at this stage that providing our client understands and is ultimately satisfied with our
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