How to get clients to meet with me

I am an investment advisor and I need to get clients from the bank to meet me to review there investment portfolios. I need to get them to feel this is urgent as it’s generally not an urgency. How do I get them to feel a sense if urgency?


In order to create a sense of urgency, you need to have a strong sales message that communicates how you can help them, what you can improve for them, what problems you can solve for them, impacts that they can have if they do not do anything, examples of how you have helped others, ways that you differ from other options, ROI that you can deliver, etc.

Here is a training video that explains how to build a consultative selling sales message and this would help you with the above suggestion.