“The meeting itself should be no more than 15 minutes”
NC
Nathan Chan
The Foundr Podcast with Nathan Chan ·
“I have to listen in the first meeting to earn the right to talk more in the second meeting”
Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
Play from 38:37
38:37
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What was described
Advise listening more in the first meeting to earn the right to talk more in later meetings
Said nearby on the same subject
“If my client is feeling more comfortable and less uncomfortable and fearful coming to the meeting, the rest of our conversation after this is just more likely to go smoother”
CS
Chris Smith
Financial Advisor Success ·
“We vibe code a website for the meeting notes and make it a HTML slideshow. It's just a lot more fun and a lot more engaging.”
OD
Otto Dargan
The Deal Room ·
“We're trying to automate that meeting prep, ... so the advisor teams become more productive, gives them more time with clients”
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