Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

FromThe Human Side of Money


42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

FromThe Human Side of Money

ratings:
Length:
92 minutes
Released:
Jan 19, 2022
Format:
Podcast episode

Description

Meetings are the single most important component of your entire business. Whether it's a client or a prospective client, it's the meetings where things actually happen. Meetings are where prospects become clients (or don't). For current clients, meetings are the foundation of the client experience, they are primarily where you deliver your value, and they are where you set the stage for the client to take action on your advice. By taking your meetings to the next level, you'll convert more prospective clients into life-long clients, deliver a better (more referable) client experience and enhance your client's outcomes. Dan Smaida, a "Meeting Execution Specialist", has consulted with over 10,000 advisors on how to use behavioral science and a consultative process to create more persuasive and engaging meetings. In this episode, we discuss: The most common mistake Dan sees in a discovery meeting and the ideal way to start How to listen better in online meetings The 3 questions every prospective client wants answered and how to answer them for max effect An effective way to control someone's attention during a meeting when trying to make a point The "Digital Yellow Pad" approach that improves connection and follow-through *For more resources discussed in this episode, check out www.wiredplanning.com/episode42 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.
Released:
Jan 19, 2022
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!