video1.0<iframe src="https://www.loom.com/embed/7c928438b58b4cd1a287df0e84924f1a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7c928438b58b4cd1a287df0e84924f1a-4724b7768c75f9d3-full.jpg3319.56In this video, I share my insights on how to successfully run a prospect meeting, drawing from my experience in the financial advisory field. I emphasize the importance of having a structured agenda, understanding the client's emotions and pain points, and ensuring that the prospect does most of the talking. I also discuss how to effectively communicate my value as a financial planner and the significance of setting clear next steps. I encourage you to think about your own meeting structures and consider how you can better engage with prospects. Please share any questions or thoughts you have on these strategies.