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How does the #1 advisor in the country close business?
In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.
“It's about connecting with people and finding a connection point. Allowing them to talk about themselves. My rule number one is I never want to speak more than 30 percent of the time in a conversation. [I want to be finding] what matters to them, letting them talk about it and having a deep impactful conversation. And then obviously taking a complex situation and simplifying it for them and then giving them an outcome.” —Jeff Erdmann
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@
For more research insights go to https://futurestandard.com/insights
5
3636 ratings
How does the #1 advisor in the country close business?
In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.
“It's about connecting with people and finding a connection point. Allowing them to talk about themselves. My rule number one is I never want to speak more than 30 percent of the time in a conversation. [I want to be finding] what matters to them, letting them talk about it and having a deep impactful conversation. And then obviously taking a complex situation and simplifying it for them and then giving them an outcome.” —Jeff Erdmann
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@
For more research insights go to https://futurestandard.com/insights
9,207 Listeners