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115: The 5 Pillars of The Ultimate Intro Meeting

115: The 5 Pillars of The Ultimate Intro Meeting

FromThe Human Side of Money


115: The 5 Pillars of The Ultimate Intro Meeting

FromThe Human Side of Money

ratings:
Length:
34 minutes
Released:
May 15, 2024
Format:
Podcast episode

Description

The intro meeting is the lifeblood of an advisory business. It's either the single most expensive or the single most profitable activity that you'll ever engage in. Yet, almost everything you've been taught about how to conduct these meetings is backwards. It contradicts everything psychology research tells us that a prospect needs. In this episode, we'll look at five things you've never been taught but HAVE to know to conduct the ultimate intro meeting: Navigating The Trust Zone Inside The Prospect's Mind The Two-Question Framework The Platinum Rule of Prospecting Prepping The Prospect For Success   *The Ultimate Intro Meeting Course --> Go Here 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 --> Go Here *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
May 15, 2024
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!