“We don’t really create any kind of smaller commitments… then spring a really big one on them and they’re almost not ready for it”

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

Create micro-commitments by asking “does that sound fair?” after each step in the discovery conversation

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“The conversion rates are actually higher on these discovery calls when it's not me. I truly don't need to be there for these discovery calls anymore”
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“Ask Copilot after that reconciliation to improve the format. Copilot tends to do a better job at the format than Claude does”
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