86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting
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.
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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
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