Some things to consider…
Comfortable Seating – Should allow for a variety of flexible arrangements and be easy for seniors to get in/out of
TV/Screen/AV Equipment – Allows you to show educational materials and presentations, walk through tools and reports (such as the Gap), and even video conference
LifeMap – A great way to introduce and highlight your life-first approach to advice and planning. You may also want to display some of your credentials, such as a CFP certification. This can help make clients more receptive to your expertise
Brochure Rack – Showcases the brochures you use most. Also should contain your standard new-client packages
Coffee Table – Facilitates more open, intimate conversations than the standard large conference table many advisors currently use
Dream Wall – Showcase photos from clients achieving their dreams, such as travel, second home, putting kids/grandkids through college. Highlights your focus on relationships and helping clients achieve what matters most to them
Read our previous blog, for tips on setting up a warm and welcoming reception area.