Smarter Planner Podcast Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder]
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Ari Galper, founder and CEO of Ari AI — the world's only trust-based proprietary AI sales growth advisor — to explore how financial planners can build deeper trust and stronger client relationships in today's commoditized advisory landscape.
Ari, author of seven bestselling books including Trust in a Split Second and Unlock the Sales Game, explains why we're in what he calls a "trust recession." He challenges the traditional focus on relationship-building and free consulting, showing instead how advisors can earn trust faster by adopting a doctor–patient approach — diagnosing problems before offering solutions.
Together, Belle and Ari unpack:
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Why "value" and "education" are no longer effective trust builders
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How to shift from being "shopped" to becoming the trusted choice
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Practical ways to change your first meeting language to build instant credibility
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How emotional connection—not intellect—is what drives client commitment
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The role of AI in transforming trust-based communication and client engagement
Learn how to stop chasing prospects and start creating trust in a split second.
Guest Links: Website: AriGalper.com Book: TheTrustBook.com LinkedIn: linkedin.com/in/arigalper
Recommend a podcast guest: 👉 https://www.surveymonkey.com/r/PWXHTV7
The Smarter Planner Podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.