Free

First 5 Minutes Checklist

Start Every Meeting in the Trust Zone

The first five minutes aren’t warm-up time — they’re prime trust-building time. This proven checklist shows you exactly how to open every client meeting so they feel valued, understood, and ready to engage.

What You Get:

  • Step-by-step checklist you can keep in your meeting folder or on your desk

  • Real-world examples and phrasing you can use immediately

  • Pro tips to make the habit stick and boost client engagement over time

Don’t leave trust to chance.
Nail the first five minutes, and the rest of your meeting will flow naturally, productively, and profitably.

→ Download now and start every meeting in the trust zone.

What People Are Saying:

"I used to think the first few minutes of a meeting were just small talk. This checklist completely changed my approach — now my clients are engaged from the very start, and I’m seeing stronger relationships and more referrals." — Mark D., Financial Advisor