“We tell people to expect 30 minutes… the intro call was to prevent the discovery meeting from going sideways.”
MK
Michael Kitsis
Financial Advisor Success ·
“…close rate basically went to 100% for you… we run effective meetings… discovery… gives you 80% of the way there.”
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
Play from 1:15:17
1:15:17
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What was described
Use a three-meeting funnel (intro, discovery, concrete recommendations, implementation) where the third meeting presents detailed recommendations and the client signs before any granular advice is given
100% close rate
Said nearby on the same subject
“AI will recommend to test, prioritize the test based on business impact, make a recommendation about implementation… you still have to approve it, to publish it and run it.”
JP
Jean-Christophe Pitié
The Agile Brand with Greg Kihlström® | What CMOs Need to Know About Marketing Technology, AI & CX ·
“Our recommendation is always to have your team meetings every single week to block two hours for those team meetings”
♫
Said on The Best Practices Show with Kirk Behrendt
“Our business, Pro Solution, we would recommend less insurance than most other financial advice firms”
SW
Stuart Weems
Investopoly ·
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