The Psychology of Intro Meetings: How To Effortlessly Convert Prospects Into Life-Long Clients
Date & Time
Sunday, March 24, 2024, 4:10 PM - 4:40 PM
Brendan Frazier

The intro meeting is the lifeblood of any advisory business. Yet, the way most advisors have been taught to conduct these meetings is backwards. It’s why you leave meetings where you did everything “right” but it still feels like a crapshoot. It’s because there is a misalignment between the advisor’s focus and what the prospect actually needs in that meeting. Learn the proven framework leveraging psychological principles to instantly connect with prospects and seamlessly convert them into-life long clients.

Location Name
Mockingbird 1-2
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session