“We have a like 100% close rate for about a decade now of anybody that goes through the discovery process.”
MY
Michael Yoder
Financial Advisor Success ·
“We have 100% wallet share essentially with all of our clients… none of our clients have hostile outside advisors.”
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
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4:39
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What was described
Ensured 100% wallet share by having no hostile outside advisors for any client, using the discovery process to vet and retain exclusivity
Said nearby on the same subject
“We put an ad on Succession Link… filtered out a good 20 of them… getting to know them and really going deep and vetting their process until we could look our clients in the eye.”
MY
Michael Yoder
Financial Advisor Success ·
“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 ·
“I would hit every single one-off client and pitch them a retainer… even if 10% of them are interested, that's three to four new recurring clients.”
CM
Clay Mosley
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