The intro meeting is the lifeblood of an advisory business.

It’s either the single most expensive or the single most profitable activity that you’ll ever engage in.

Yet, almost everything you’ve been taught about how to conduct these meetings is backwards.

It contradicts everything psychology research tells us that a prospect needs.

In this episode, we’ll look at five things you’ve never been taught but HAVE to know to conduct the ultimate intro meeting:

• Navigating The Trust Zone
• Inside The Prospect’s Mind
• The Two-Question Framework
• The Platinum Rule of Prospecting
• Prepping The Prospect For Success

*The Ultimate Intro Meeting Course –> Go Here

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.

*For more resources discussed in this episode –> Go Here

*Follow Brendan for insights on mastering the human side of advice:

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The combination of financial psychology and technology has a multiplier effect on client outcomes.

Advisors who effectively integrate both into their practice see significantly higher levels of:

• Satisfaction
• Loyalty
• Referrals
• Trust

But, before you get these outcomes, you have to know how to effectively combine the two.

Fortunately, Emily Koochel pioneered this research and provides a roadmap for advisors to combine financial psychology with technology on the path to transforming their client outcomes.

You’ll Learn:

• Using technology to create a “feel good” moment
• How to work with couples that have financial secrets
• Why 6 of 10 clients say their advice isn’t personalized
• The technology features that lead to higher client engagement
• The 5 financial psychology actions that create better client outcomes

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.

*For more resources discussed in this episode –> Go Here.

*To receive the monthly “Wisdom Round-Up” newsletter full of practical ways to apply the human side of advice –> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More