How did you guys react in your first client meeting? I am working in PWM at the moment and every now and then my co-worker/employer will have me go in afterwards to wrap up with the paperwork. I would prefer actual training but instead I get introduced and then they leave the room to me. I see this everyday but it is different when you're in the drivers seat. We deal with high net worth clientele as well as retirees and for some reason I get really intimated. Plus, I feel pressured as this is very important since any missing signatures on applications/information will be on me. By the end of the meeting the client IMO does not want to be inundated with more questions, and it would be a very inconvenience to have them comeback and resign. They're busy after all making money or enjoying retirement. I am also very young in comparison and too polite to strike up anything 'hearty' so find it hard to relate. I guess my question is: If you do not have any relations with the client beforehand how to build rapport? Ask them about weather? Comment on their dress? Ask them about traffic (I did this today). FWIW I spend majority of my time in the back office. This is not a matter of whether I can perform the said task but rather how I can do it better.