089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility.

Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give.

BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven’t listened to that, definitely go check it out.

3 of the biggest insights from the episode …

1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin.

2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus.

3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients’ top concerns and buying signals. This system helps you bring those to the forefront efficiently.

SHOW NOTES

https://bradleyjohnson.com/89

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