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Episode Summary

If there’s one component of your process that’s most influential in both your success and your client’s success, it’s unquestionably meetings.

Whether virtual or in-person, prospective client or current client, a few minutes or a few hours.

Your meetings play a bigger role in whether your prospect becomes a life-long client than your technology, deliverables, or brand recognition. 

Your meetings dictate the client experience and set the stage for whether your client is going to follow-through on your advice or if you’re going to eventually send six follow-up emails.

The last time you had a prospective client leave a meeting only to ghost you and never be heard from again, it had more to do with the quality of the meeting than your technical chops and financial acumen.

Same goes for the client who is literally paying you for your advice that will help them accomplish their financial goals and then doesn’t actually follow through on the advice when they leave the office.

If you want to take your meetings to the next level to convert more prospects into life-long clients while also enhancing the client experience and client outcomes, there are three tenets to conducting a successful meeting.

  1. Connection
  2. Clarity
  3. Commitment

Connection: Do I like and trust this person and their advice? Do they truly understand me and my problems?

Clarity: Do I know exactly what I’m aiming for, what I need to do get there, and why I’m doing it?

Commitment: Does this make sense to do right now? When will I commit to doing it?

Dan Smaida, the “Meeting Execution Specialist” teaches advisors the behavioral and psychological methods to seamlessly boost connection, clarity, and commitment in every meeting.

Things You’ll Learn

  • The most common mistake he sees in discovery meetings and what to do instead
  • How to listen better in online meetings to show you’re engaged and interested
  • The 3 questions running through the mind of every prospect and how to make sure you ease their mind every time
  • An effective method to prevent wandering eyes and control someone’s attention during a meeting
  • The “Digital Yellow Pad” approach to improve connection and follow-through
  • Why the idea of a one-page financial plan may not be simple enough

About Dan Smaida

Dan Smaida is the founder of Advisory Edge and author of “Love and Selling: Suck Less at Selling.” Over the past 23 years, he has taught over 10,000 advisors how to use behavioral science and a consultative process to create a differentiated client experience that wins business. 

Other Episodes You’ll Like On Enhancing Meetings


Dan Smaida LinkedIn

Advisory Edge

Love and Selling

“How To Listen Better In Online Meetings” by Dan Smaida

DISC Profile


Whenever you’re ready, there are 3 ways I can help you master the human side of advice:

  1. HSOA Masterclass: An 8-week group program on building trust & connection, aligning money and life, and delivering frictionless advice.
  2. The Ultimate Discovery Meeting: A proven framework to seamlessly convert prospects into life-long clients in one meeting.
  3. HSOA Community (COMING SOON!): An online space to meet, collaborate, discuss, brainstorm, learn and grow with other advisors passionate about the human side of advice

If you’re interested, let me know here.