“Speakers get free tickets to conferences. Most of these events have websites with applications… then go message them on LinkedIn.”
CJ
Courtney Johnson
Built in Public ·
“We used AI to help us narrow it down… she took that list and connected ahead of time… came home with follow-up calls scheduled.”
The Executive Coaching Podcast · Ep 102: Stop Waiting for January: How to Make Q4 Count
Play from 13:18
13:18
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Used AI to filter a 500-person conference attendee list down to the few key contacts aligned with the client’s goal, then pre-scheduled meetings before the event
500 names → few key contacts
Said nearby on the same subject
“The key to the initial meeting ... is for the advisor to spend the vast majority of the time listening to the client and then synthesizing and reflecting their comments back to them”
CS
Chris Smith
Financial Advisor Success ·
“We did some modelling for clients recently who were pursuing a financial independence goal. We found that if they wanted to achieve their goal without needing to sell down any investments, they could both cease work at age 55.”
PB
Paul Benson
Financial Autonomy ·
“Many of us now are able to use some level of AI to record the meeting… it helps you as the advisor stay intentional and present with the client.”
JJ
Julie Johnson
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.