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

How to navigate meetings with more than one decision-maker in the room.

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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 among 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 co-author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and co-author of The Indispensable LinkedIn Sales Guide for Financial Advisors: The Online to Offline Conversion.

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