Verbatim › Financial Advisor Success › 2026-10-20
“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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“He always opened the conversation with the same two words. How's business? While it sounded like small talk, it wasn't. It was a question that asked of an Irving oil man was expected to be answered truthfully.”
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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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