Have you ever walked into a prospect or client appointment needing someone to take action… only to walk out feeling like you pushed too hard or missed the moment, because the action you wanted didn't occur?
That’s not just a frustrating meeting, it’s a sign your appointment wasn't focused in the right direction.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers struggle with stalled conversations because they focus too much on what they want. What really creates momentum is understanding what the other person wants. In other words, you need to start Looking for Leverage—the emotional, logical, or practical reason that makes them want to move forward. And, design your appointment around that!
In this episode, you’ll learn how to shift your mindset, uncover what truly motivates people, and design conversations around what benefits them, and not your agenda. If you're ready to reduce resistance, build stronger connections, and create more momentum, this episode will show you how to make every conversation count.
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