42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

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Meetings are the single most important component of your entire business.

Whether it’s a client or a prospective client, it’s the meetings where things actually happen.

Meetings are where prospects become clients (or don’t).

For current clients, meetings are the foundation of the client experience, they are primarily where you deliver your value, and they are where you set the stage for the client to take action on your advice.

By taking your meetings to the next level, you’ll convert more prospective clients into life-long clients, deliver a better (more referable) client experience and enhance your client’s outcomes.

Dan Smaida, a “Meeting Execution Specialist”, has consulted with over 10,000 advisors on how to use behavioral science and a consultative process to create more persuasive and engaging meetings.

In this episode, we discuss:

  • The most common mistake Dan sees in a discovery meeting and the ideal way to start
  • How to listen better in online meetings
  • The 3 questions every prospective client wants answered and how to answer them for max effect
  • An effective way to control someone’s attention during a meeting when trying to make a point
  • The “Digital Yellow Pad” approach that improves connection and follow-through

*For more resources discussed in this episode, check out www.wiredplanning.com/episode42

*For more resources and insights on mastering the human side of money (including our popular “Wisdom Round-Up” email), go to www.wiredplanning.com.

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