Strategy meeting - getting to know each other
We like to get to know our clients, to give them the time to understand what we offer and decide if they would like to work with us.
For Colin, a face to face meeting was important - away from the practice and involving his spouse. After all, retirement decisions are often made jointly.
Our initial meeting unearthed the couple’s main objectives and introduced a few issues to overcome that they weren’t aware of yet.
We explained about our independence, our chartered status and demonstrated our knowledge of the issues facing dentists at Colin’s career stage.