The Elite Financial Advisor Podcast With Sten Morgan cover image

52. Meeting Power Phrases: Gaining Your Prospect's Trust

The Elite Financial Advisor Podcast With Sten Morgan

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What Are You Meeting With Financial Advisors?

I challenge everybody that's listening to think through your typical meeting, and almost self-evaluate. One I use at the beginning of meetings is I'll usually ask people early on, what's been your experience with other financial advisors? Usually it's a good conversation they may say I've never had one before,. And I'll say, how do you feel about your financial plan? Well, I feel okay about it, and I'll says, well, do you feel like you even have a financial plan? A lot of times people are like, well, no. Even people that have businesses, money, like they just, most of us feel like it doesn't feel like it's very

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