2min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Why Did You Schedule a Meeting?

i find the key to overcoming this objection is just actually getting to the root issue of, why on earth did you schedule this meeting and come to my office? If i hat that figured out, i i'd probably have figured out where my value opportunity is. So i think let's keep this in the context of lake they haven't scheduled with us. You were, we're being financial advisers out in the world, y, we want to be able to show some of our value in what we do.

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