Sign up to save your podcasts
Or
Share AdvisoryEDGE
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
AdvisoryEDGE
AdvisoryEDGE episodes
- SMART Q4 Objectives
Don't let Sales Goggles take your eyes off the need to be Client-Centric with every ask.
10 min - The Table Test
The depth of your Client relationships is easily defined by the four "tables" to which you're invited...or not.
8 min - Love and the Client-Centric Agenda
We'll debunk a popular myth about Client objections - how about respecting them instead of overcoming them?
Then, I'll share a story about how pausing on the front end of a Client meeting can make for a better meeting.
Finally, I'll share an inspiring (to me, anyway) story about how employing knowledge of the Five Love Languages created a breakthrough in Client relations.
16 min
About AdvisoryEDGE
From the publisher's feed
You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings.
We can help! The AdvisoryEDGE podcast features insights and tips on how to make your Client meetings as productive as possible. We'll draw on the behavioral sciences to help you get the absolute most out of your Client meetings...by helping Clients get the most out of your meetings.
Join us for regular doses of professional development you can use in your next Client meeting to build trust and grow relationships.