The First 90 Seconds After Advisor Change | Advisor Change | Meeting Moves
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The First 90 Seconds After Advisor Change | Advisor Change | Meeting Moves
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The first 90 seconds of an advisor change meeting can determine whether the client feels more uncertain or more steady. In this episode of Advising Humans, Yasmin and Kathleen explore what advisors should say when clients seem open to the transition on the surface but are quietly asking whether they still feel known and whether the change will be handled with care. They explain why rushing into bios, process, or reassurance can add pressure, and why the first job is to lower uncertainty and make continuity feel real. The conversation also shares a practical opening line, three key questions, and a simple way to close with structure and one clear next step.
Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.
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