Do Business. Do Life. — The Financial Advisor Podcast — DBDL

089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

Nov 6, 2024

Discover how long meetings can undermine a financial advisor's credibility. Learn about the game-changing '15-Minute Warning Knock' concept that helps maintain focus and respect time. This framework enhances effectiveness by establishing Authority, Credibility, and Exclusivity. Plus, explore how the final 15 minutes of meetings can reveal clients' true concerns and intentions. Tune in for practical strategies to maximize efficiency and create meaningful client interactions!

28:48

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Quick takeaways

Implementing the 15-Minute Warning Knock can enhance time management, accountability, and client perception by structuring meetings effectively.

The last 15 minutes of meetings are critical for uncovering clients' pressing concerns, allowing advisors to address urgent issues efficiently.

Deep dives

The Challenge of Lengthy Meetings

Many financial advisors struggle with holding lengthy meetings, often lasting three to four hours, which can lead to information overload for clients. This not only diminishes the effectiveness of communication but also risks diminishing the advisor's credibility. Clients may find themselves disengaged, akin to enduring a long movie that fails to capture their interest. As such, meetings exceeding 90 minutes are likely to result in diminished retention of essential information.

Intro

3min

Mastering Time Management: The 15-Minute Warning Knock

5min

Optimizing Appointment Scheduling for Financial Advisors

4min

Mastering Meeting Management for Financial Advisors

14min

The Power of Curiosity in Conversations

2min

Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility.

Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give.

BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven’t listened to that, definitely go check it out.

3 of the biggest insights from the episode …

1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin.

2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus.

3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients’ top concerns and buying signals. This system helps you bring those to the forefront efficiently.

SHOW NOTES

https://bradleyjohnson.com/89

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