“We all sit in a room. I'll take out a hotel, you know, conference room. We all sit down. We say, we are going to use this terminology for everybody.”
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Andrew Beer
Top Traders Unplugged ·
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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“We all sit in a room. I'll take out a hotel, you know, conference room. We all sit down. We say, we are going to use this terminology for everybody.”
“We're probably the only financial advisory firm that had a booth at the yoga journal conference.”
“We went out to probably 10 different cities around the country … a conference room of 300 bankers and just tell them everything that was in the regulations”
“We partnered up with super smart people who were orthodontists and dentists… we brought on board a sleep doctor for Orion.”
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