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S15E2 – Influence: Negotiating the Benefit of the Doubt Part 2

Season #15

In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for new advisors to effectively set up meetings with potential clients. They emphasize the importance of being genuine, clear, and emotionally intelligent when communicating with clients. Wes shares his early career experience, highlighting the need to build trust and negotiate the benefit of the doubt. He suggests a transparent approach, including the possibility of partnering with experienced advisors to bolster credibility. Andy advocates for setting realistic time expectations for meetings.

 Click here to watch the video version.

In today’s episode we will cover:

  • Importance of negotiating the benefit of the doubt when setting up meetings with potential clients
  • Being genuine and clear in approach to gain trust and interest of clients
  • Importance of emotional intelligence in client interactions
  • Setting realistic time expectations for meetings
  • Ineffective approach of inviting contacts
  • New narrative for approaching potential clients
  • Emphasizing the need for emotional intelligence in client interactions
  • Strategies for building entry influence with clients

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.