Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary
Financial Advisor Success
00:00
Is There a Goal Discovery Meeting?
I would rather have more follow up meetings after you've had a chance to think about the numbers and think about the implications of those numbers, then to have this kind of unanchored goal conversation. And I'll say untethered even because at that point, I have no idea what your finances look like. We don't need to have a sales conversation. It's like, I'm here to give you financial clarity and context. So yes, they get that we have the strategy session. I remember that kind of goals meeting and then a data met and then a plan presentation meeting.
Transcript
Play full episode
