50 min listen
115: The 5 Pillars of The Ultimate Intro Meeting
115: The 5 Pillars of The Ultimate Intro Meeting
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)
15: Moira Somers | The Importance of Giving Advice That Sticks (Part Two): , financial psychologist and author of the best-selling book Advice That Sticks: How to Give Financial Advice People Will Follow, consults with advisors and firms around the world to deliver "stickier" advice that leads to more follow-through and... by The Human Side of Money