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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Switch from a traditional interview process to a discovery-focused meeting format for high-net-worth prospects
“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”
“We partnered with a specialist in the space and we interviewed thousands of Australians, both prospective investors and existing investors.”
“We test different formats with different hooks all the time… if a video we tested with the format and the hook didn't go as good, we actually try to switch up the hook.”
“Our account executives don't even prospect. We fill their calendar with meetings.”
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