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.

86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting

86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting

FromThe Human Side of Money


86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting

FromThe Human Side of Money

ratings:
Length:
73 minutes
Released:
Jun 21, 2023
Format:
Podcast episode

Description

The intro meeting is the lifeblood of an advisory business. That 30-60 minute window with a complete stranger is either the most expensive or the most profitable activity you'll ever engage in. Yet, I kept hearing advisors complain about these meetings. They would say things like: -"I never like the way I feel during those meetings." -"There has to be a better way." -"What I've been taught doesn't work the way I thought it would." Since this show began, we've had some of the industry's top experts join us to talk about meeting with prospects, intro meetings, communication strategies, etc. So, I went back and listened to those conversations and compiled the best clips into this episode. It's a collection of the best insights and wisdom over the last three years of this show to help you conduct the ultimate intro meeting. Click here to check out "The Ultimate Intro Meeting." The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode86. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Jun 21, 2023
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!