“You don’t pay unless the meeting actually gets scheduled… if the meeting doesn’t happen you’re refunded immediately”
♫
Said on Profiles in Risk
“You set up the next time right then and there. This is not going great. I know you're traveling the next three days. Can we try again on Friday at 9?”
Christina Wing · HBR IdeaCast · The Topics We Avoid at Work - and How to Start Talking About Them
Play from 11:48
11:48
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What was described
after a stalled conversation, immediately schedule a follow-up meeting (e.g., "Can we try again on Friday at 9?")
Said nearby on the same subject
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts, follow-up emails, handles CRM data entry schedules, reminders.”
MJ
Michael Joyce
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“If my client is feeling more comfortable and less uncomfortable and fearful coming to the meeting, the rest of our conversation after this is just more likely to go smoother”
CS
Chris Smith
Financial Advisor Success ·
“A scheduled job scans the ERP twice a week and builds a short digest of anything that looks unbilled, underbilled, or stalled”
♫
Said on In The Trenches
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