115: The 5 Pillars Of The Ultimate Intro Meeting The Human Side Of Money podcast

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115: The 5 Pillars of The Ultimate Intro Meeting

19d ago 33:30

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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:

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