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42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

The Human Side of Money

January 19, 20221h 31m

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Show Notes

Meetings are the single most important component of your entire business.

Whether it’s a client or a prospective client, it’s the meetings where things actually happen. Meetings are where prospects become clients (or don’t).

Dan Smaida, a “Meeting Execution Specialist”, has consulted with over 10,000 advisors on how to use behavioral science and a consultative process to create more persuasive and engaging meetings.

We discuss:

  • The most common mistake Dan sees in a discovery meeting and the ideal way to start
  • How to listen better in online meetings
  • The 3 questions every prospective client wants answered and how to answer them for max effect
  • An effective way to control someone’s attention during a meeting when trying to make a point
  • The “Digital Yellow Pad” approach that improves connection and follow-through

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