115: The 5 Pillars of The Ultimate Intro Meeting

The Human Side of Money

15-05-2024 • 35 mins

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, …

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