86: A Collection of Wisdom To Conduct The Ultimate Intro Meeting

from The Human Side of Money · host Brendan Frazier

The intro meeting is the lifeblood of an advisory business. That 30-60 minute window with a complete stranger is either the most expensive or the most profitable activity you’ll ever engage in. Yet, I kept hearing advisors complain about these meetings. They would say things like: “I never like the way I feel during those … Read More Read More

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This episode was published on June 21, 2023.

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