Most financial advisors' meetings are underwhelming.
They typically include a mix of small talk, dialogue, fact-finding and a less-than-riveting display of numbers and charts.
It's the main reason why prospects leave your office and don't respond for months (if ever), despite the fact that they need help. And you knew you could help them.
It's also the main reason that you won't find clients excited and eager to come to their review meetings.
Sten Morgan felt this in his meetings and decided there had to be a better way.
He wanted to do two things:
In this episode, Sten shares how he's leveraged the power of communication to create a meeting experience where clients leave saying: "That's different than any meeting I've ever had."
Things You'll Learn:
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode --> Go Here.
*To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here.
*Follow Brendan for insights on mastering the human side of advice:
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104: The Best Ideas & Insights From 2023
103: Making The Shift To Human-First Financial Guidance with Ross Marino
102: Delivering Advice That's Easy To Implement By Making It Reasonable Not Rational
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100: A Collection of Advisor Stories Telling The Power of The Human Side
99: Understanding How Your Client's Past And Future Impacts Financial Decisions Today
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97: A Blueprint For Conducting "Re-Discovery" Meetings With Long-Time Clients with Meghaan Lurtz
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