“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

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