Advice for a Student Investment Consulting Startup?

Question

Hi everyone,

I'm in the process of launching a student-run investment consulting company that offers guidance to students and young professionals on how to invest their first money and build financial literacy. Since we're modeling some of our services on real consulting practices, I wanted to ask the community:

- How are typical consulting meetings (especially 1-on-1s) structured?

- Is there a client-facing framework or flow you recommend for guiding conversations?

- How do you translate strategy into simple, actionable advice — especially for clients with little to no background?

- What is the most important thing to deliver in a first 30-minute consulting call to make a strong impression and build trust?

- Any tips on how to build long-term trust and engagement in an advisory format?

- Any advice you think could help me...

I’d really appreciate any insights.

Thanks in advance!

Answer 1

Hi there,

This sounds really cool and you have lots of great (though big :) ) questions.

I'm sharing here a few materials that address some of your questions:

Best,
Cristian

Answer 2

Hi Matt,

I would be happy to share my thoughts on your situation:

First of all, this sounds like a student-run competitor to PrepLounge! Jokes aside, the answers to most of your questions will depend on the individual coach and their experience in both consulting and coaching.
Moreover, if you would like to receive in-depth information, I highly advise to reach out to your selected coaches individually.

If you would like a more detailed discussion on your specific situation, please don't hesitate to contact me directly.

Best

Hagen

Answer 3

That's actually a question about sales, not specifically about consulting ;)