Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
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Start meetings with a clear opening that signals the advisor is different and reduces client anxiety
“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.”
“We're trying to automate that meeting prep, ... so the advisor teams become more productive, gives them more time with clients”
“The key to the initial meeting ... is for the advisor to spend the vast majority of the time listening to the client and then synthesizing and reflecting their comments back to them”
“Ben has created a signal group for the broader activist community to share their fears and anxieties.”
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