BONUS EPISODE : MOVING MONEY

https://calendly.com/frustration-to-freedom-team-elevateClick on the link above to book a time with Miek or JeremyThe podcast episode discusses the challenges and tactics involved in moving money, emphasizing the importance of confidence, scripts, and processes. It also covers the significance of setting expectations, asking the right questions, and managing the transfer process effectively.TakeawaysConfidence is key in moving money and guiding clients through the process.Setting clear expectations, asking the right questions, and managing the transfer process effectively are crucial for success.Chapters00:00 Introduction and Setting the Stage05:07 Conservation Tactics and Setting Expectations10:17 Suitability Form and Process Expectations16:24 Client Communication and Medallion Stamp21:31 Client Coaching and Addressing Broker Tactics29:45 Ownership and Expectation Management