27. First Meetings - Average vs. Elite
The Elite Financial Advisor Podcast With Sten Morgan
00:00
Strategy Meetings
Every meeting's a strategy meeting. Even if i had breakfast with a guy, this was just a net working meeting. Most advisers don't talk that way because they assume the client knows they're different. But it's true, indof and so we've done enough reps to realize what most people's experience has most likely been with advisers. They pick ut partsan im noa abo, very successful. I didn't say, man, how's your insurance? Send me a couple of yor statements before the meeting, and i'll analyze them and we'll se what you can do. It was, i have great ideas. You should come meet with me. Completely different
Transcript
Play full episode
