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.
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@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.