S15E3 – Influence: Negotiating the Benefit of the Doubt Part 3
In this episode of "From Busy to Rich," host Andy and Wes wrap the series as they delve into the art of effective meetings for financial advisors. They discuss the critical role of first impressions and the necessity of earning clients' trust early on. Wes shares his strategies for setting up initial meetings that are comfortable, conversational, and client-focused. They underscore the importance of clear and simple communication, aiming to establish trust and demonstrate value. Wes also introduces his upcoming learning series, designed to further develop financial advisors' meeting skills.
Click here to watch the video version.
In today’s episode we will cover:
- Setting up initial meetings with a focus on creating a comfortable and conversational atmosphere
- Being concise and making the meeting about the client's needs and interests
- Establishing trust and demonstrating value to the client
- Significance of simplicity and clarity in communication
- Continuous improvement of skills in communication for advisors
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.
