“I made coffee, set alarm for 25 min, fell asleep in 6 min → 19 min nap; caffeine hits as I wake, giving alertness”
“I spend 40 minutes in discovery, 3-5 minutes sharing high level, then make an assertive assumption to set the next meeting.”
Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
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What was described
Structure the 60-minute initial meeting as: 5 min framing, 40 min discovery, 5 min high-level pitch, then close with an assertive assumption to schedule the next meeting
60 min total; 5 min framing; 40 min discovery; 5 min pitch
Said nearby on the same subject
“Closing the first meeting with an assertive assumption rather than asking if the prospect has any questions increases the chances the prospect will schedule a second meeting”
“…close rate basically went to 100% for you… we run effective meetings… discovery… gives you 80% of the way there.”
“I hate, hate, hate food over meetings because my team is hangry. Like we do eat when we're together, but we make it a point to eat first and then we meet next”
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