Yes, You are about to go on a financial date
Be Yourself
We want you to just be yourself. Dress as you'd normally be dressed at work. Have the meeting at a location where you are comfortable. Don't try to fake it. Everyone can see through that. And, don't try too hard.
Be Genuine, But Not Too Many Details
Deals are often killed out of the gate because the client wants to tell the financial partner EVERYTHING at that first meeting. Would you tell your date everything on the first date? Get to know the prospective financial partner. Listen. And, answer the questions that are asked. There will be plenty of time to get deeper into the details. We will be there to guide you!
Is there a second date?
Do you feel comfortable with the prospective financial partner? Do you both have similar goals? Is there a "fit?" If so, then let InnoVestus move the financial relationship forward.