Wealthcasts

Stephen and Kevin Show Episode 65: Three Tips for Your Proposal Meetings

It’s different when meeting with more than one decision maker.

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If you’ve held proposal meetings with more than one decision maker, then you understand that they have a completely different energy compared to one-on-one meetings. Not only do you have to cater to differing opinions, but these decision makers usually prefer time to talk privately among themselves. In this episode, Stephen and Kevin break down the unique components of proposal meetings with two or more decision makers and discuss three specific tips for successfully navigating them.  

Have a question? Leave a comment and we’ll feature your question on the next episode! You can also use the hashtag #AskStephenandKevin on Twitter, Facebook or LinkedIn.

@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.

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