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9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier
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In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by actively listening, asking thoughtful questions, and showing genuine interest.
The mindset and skills employed in these initial meetings help to create a safe and comfortable environment. Indirectly it answers…
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