Do Business. Do Life. — The Financial Advisor Podcast — DBDL cover image

089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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Intro

This chapter explores the difficulties financial advisors encounter during lengthy client meetings and highlights strategies for maintaining focus. It introduces the '15-minute warning knock' concept to promote shorter, more structured engagements that enhance client interaction and respect the advisor's time.

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