Create Motivation In Screening & Introductory Meetings With A Question

IN COLLABORATION WITH

Hi there,

Shaping Wealth’s newest program - Navigator - is a master class on the psychology of financial planning and it begins with prospecting meetings.

Have you ever wondered if screening could be helpful, but question how to ensure it is not awkward? Or just want the latest, modern techniques for how to create more connection with prospective clients in your intro meetings?

The first module of Navigator teaches you how to screen for connection and establish trust from the very start - screening into intro meetings as a continued conversation. Learn how to assess readiness and fit in a way that motivates prospective clients and builds connection, setting the stage for a deeper, more engaged relationship.

• Understand what is going on in the mind of the prospective client

• Learn to craft questions and conversation to highlight the value of the relationship

• Consider the connection between screening calls and introduction meetings for better fluidity and relationship building

• Apply conversational skills, such as the “iceberg” method, to agenda building

This workshop, led by me—drawing on my 10+ years of research and consulting in financial planning—includes scripts, agendas, and key questions to guide your screening and intro meetings.

Sign up today for $1500 for module 1 or bundle all 4 and save $1000!

Best,
Meg