107: The Communication Superpower For Creating Authority And Urgency with Sten Morgan
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.
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