“The mini assessment is where we spend 10 minutes talking to a business owner, pulling out one pain point and then prescribing one opportunity area”
CG
Corey Ganim
7-Figure Leap with Dustin Riechmann ·
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
Intro call: ask 1-2 small-talk questions, then say “What can I do for you?” and listen for ~10 minutes while the prospect describes their pain point
“The mini assessment is where we spend 10 minutes talking to a business owner, pulling out one pain point and then prescribing one opportunity area”
“We have a container called a stack. You can group multiple content pieces into one unit and you can actually now point AI at that unit and also ask questions.”
“Closing the first meeting with an assertive assumption rather than asking if the prospect has any questions increases the chances the prospect will schedule a second meeting”
“You probably already have tens of thousands of great customer calls ... You can surface that information ... Go talk to your frontline reps ... they can tell you their pain points”
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