“At the meeting, plan the next point of engagement. That's one of your seven.”
SM
Susan Mercer
Chasing The Win ·
“Don't ever walk away from a business development meeting thinking that's it. At the meeting, plan the next point of engagement.”
Susan Mercer · Chasing The Win · Pre-tender positioning: Building trust, alignment & client relationships with ADCO's Susan Mercer
Play from 28:50
28:50
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
advise not to walk away from a business development meeting thinking that's it; always plan next engagement
Said nearby on the same subject
“…hourly model for financial advice…we need some sort of engagement where there’s ongoing interaction and that’s planned in, that’s budgeted in, that’s built into it…”
MP
Mike Piper referring to Bogleheads community
The Long View ·
“And so I did this debrief with every advisor after every meeting. I'm like, what did you mean by this? Oh, that's okay. I see. That's an estate planning term. Got it.”
NH
Neela Hummel
Financial Advisor Success ·
“So that's always the first thing now that I do before I go out and I reinvest back into the business.”
RV
Raquel Vasour
The Foundr Podcast with Nathan Chan ·
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.