{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/dbe310fbe22c417ab7d37cc0d202d7cc\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/dbe310fbe22c417ab7d37cc0d202d7cc-058667a3d86b05de.gif","duration":2179.04,"title":"Andy and Ermos Show Ep. 140 - The Financial Planning SessionPrep: Converting Prospects Into Clients in 6 Steps - PART 6","description":"In the finale of The Andy & Ermos Show masterclass, the focus is on presenting the plan with confidence and closing the client relationship with clarity and empathy. The session emphasizes that the financial plan is a supporting actor—the true focus is the client and their story. Advisors are coached to create a conversational, emotionally resonant experience that makes prospects feel heard, understood, and confident in moving forward. From involving both spouses to handling objections with curiosity and storytelling, the episode closes with actionable techniques to shift from presentation to conversion while avoiding high-pressure tactics."}