The FIT meeting is an opportunity for both the prospective client and the G&R team to see if they are “the right fit” for one another. Having a mutually compatible client-advisor relationship is beneficial to both parties. In such a case, the capabilities of our team will align well with the needs, goals and expectations of the client.
What should a prospective client be prepared to discuss and learn during the G&R FIT meeting?
The G&R team will want to learn:
The prospective client will want to learn:
No decisions by either party to enter into a professional relationship will be made on the day of the FIT meeting. We believe a minimum of three days is necessary to consider and reflect on all of the different relationship variables.