Setting up the first meeting for success [Best Practices]

Small and subtle shifts in an environment have a profound influence on how openly people communicate. By incorporating behavioural science and human factors into the way a firm’s office is set up, clients can become instantly more comfortable and open as soon as they enter the first meeting. Setting up the room in the right way is setting up the first meeting for success. 

The recommended setup assembles everyone involved around one large table. With the aim of keeping the screen available to view only when required, situate it either on the wall, or to the side of the table. Removing the screen as a barrier between advisers and clients allows for eye contact, and a more comfortable conversation. This should ensure clients are able to look at and talk with the associate adviser also.

The smaller details should be considered also, to ensure decor is balanced between the firm’s personality, and a professional, neutral ground. The room should be designed for the client to feel comfortable: 

• Soft music can play in reception, but ensure the walls are soundproof for privacy 

• If there is scent in the room, ensure it is pleasant but not overpowering

• Flowers and real plants add an inviting touch

• Bring colour into the room through displaying unique artworks 

• There should be fresh water in a jug available during meetings

• Tissues available within reach, yet inconspicuously placed 

• Display images and quotes to suit Lumiant best life concepts