How can financial advisors approach business development conversations without feeling pushy or inauthentic?
In this episode, Kristin is joined by David DeCelle, CEO of Model FA, to unpack the subtle art of turning prospect meetings into meaningful relationships, and ultimately, new business.
They cover mindset shifts, simple pre-meeting research techniques, and practical language that makes it easier to guide prospects through your process with confidence.
Listen in to learn how to lead with curiosity, build connection from the first conversation, and follow up in ways that feel personal, not salesy.
David shares:
Resources:
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