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65: Four Pillars Of The Ultimate Discovery Meeting
Podcast: The Human Side of Money (LS 43 · TOP 1.5% what is this?)
Episode: 65: Four Pillars Of The Ultimate Discovery Meeting
Pub date: 2022-11-16
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks …
The podcast and artwork embedded on this page are from Brendan Frazier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: 65: Four Pillars Of The Ultimate Discovery Meeting
Pub date: 2022-11-16
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks …
Read More Read More
The podcast and artwork embedded on this page are from Brendan Frazier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
View all episodes
By Andy Hart / Listen NotesPodcast: The Human Side of Money (LS 43 · TOP 1.5% what is this?)
Episode: 65: Four Pillars Of The Ultimate Discovery Meeting
Pub date: 2022-11-16
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks …
The podcast and artwork embedded on this page are from Brendan Frazier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: 65: Four Pillars Of The Ultimate Discovery Meeting
Pub date: 2022-11-16
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks …
Read More Read More
The podcast and artwork embedded on this page are from Brendan Frazier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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