The intro meeting is the lifeblood of an advisory business.

That 30-60 minute window with a complete stranger is either the most expensive or the most profitable activity you’ll ever engage in.

Yet, I kept hearing advisors complain about these meetings. They would say things like: “I never like the way I feel during those meetings” or  “There has to be a better way!”

Since this show began, we’ve had some of the industry’s top experts join us to talk about meeting with prospects, intro meetings, communication strategies, etc.

So, I went back and listened to those conversations and compiled the best clips into this episode. It’s a collection of the best insights and wisdom over the last three years of this show to help you conduct the ultimate intro meeting.

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

• Click here to check out “The Ultimate Intro Meeting.”
• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier