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15min chapter
Throwback: Show Me The Beef! [Episode 250]
The Perfect RIA
Delivering Value Through Effective Prospect Meetings
This chapter emphasizes the importance of real-time feedback and non-verbal cues during prospect interactions, highlighting the significance of delivering value and listening attentively to meet the prospect's needs. The speakers discuss strategies for leading prospect meetings effectively, focusing on asking questions, setting expectations, and providing valuable advice transparently. It examines the importance of engaging clients in discussions related to estate planning and family matters to showcase the advisor's value and create a beneficial experience.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode