The intro meeting is the lifeblood of an advisory business.

That 30-60 minute window with a complete stranger is either the most expensive or the most profitable activity you’ll ever engage in.

Yet, I kept hearing advisors complain about these meetings. They would say things like: “I never like the way I feel during those meetings” or  “There has to be a better way!”

Since this show began, we’ve had some of the industry’s top experts join us to talk about meeting with prospects, intro meetings, communication strategies, etc.

So, I went back and listened to those conversations and compiled the best clips into this episode. It’s a collection of the best insights and wisdom over the last three years of this show to help you conduct the ultimate intro meeting.

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

 

Resources:

• Click here to check out “The Ultimate Intro Meeting.”

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

 

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier               

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Morningstar research reveals a direct link between savings behavior and mental time horizon.

In fact, the research says mental time horizons are more influential than their age, income, and education. Thus, the more vivid and clear your future, the more likely you are to change your behavior.

So, when you’re working with clients and planning for their future selves, you have to take their future goals from the clouds to the street. From vague to vivid. Once you help your clients do that, you’ve created motivation, improved their behavior, and enhanced their lives for the better.

We discuss:

• The research detailing the benefits of creating a clear and vivid image of the future
• What a vague goal sounds like compared to a vivid vision
• Ideas for how to turn vague goals into vivid visions
• The story of an advisor who made a lasting impact on his clients’ lives

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

 

Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

 

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier                     

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More