• 089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

  • 2024/11/06
  • 再生時間： 29 分
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089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

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  • Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility.Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give.BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven’t listened to that, definitely go check it out. 3 of the biggest insights from the episode …1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin.2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus.3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients’ top concerns and buying signals. This system helps you bring those to the forefront efficiently.SHOW NOTEShttps://bradleyjohnson.com/89FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility.Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give.BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven’t listened to that, definitely go check it out. 3 of the biggest insights from the episode …1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin.2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus.3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients’ top concerns and buying signals. This system helps you bring those to the forefront efficiently.SHOW NOTEShttps://bradleyjohnson.com/89FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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