Ultimate Intro Meeting Accelerator

Build A Meeting To Effortlessly Qualify And Convert Prospects in 30 Minutes (Without Being Salesy)

Learn and implement a meeting framework that:

• Ensures you're meeting with the perfect prospect for your business
• Accelerates trust and connection from the minute you sit down
• Frames your services as the cure they desperately need
• Provides the clarity that working with you is a "no-brainer"

Introducing the Ultimate Intro Meeting Accelerator!

The intro meeting is the lifeblood of an advisory business.

And, I was tired of hearing advisors complain about how they felt after these meetings.

So, for the last four years, I researched everything I could on the psychology of prospecting, collaborated with advisors around the world, and tested different methods of conducting prospect meetings.

And packaged the formula into The Ultimate Intro Meeting.

NO MORE:

👉 Worrying whether the person will ever "follow up."

👉 Wondering whether you effectively communicated your value.

👉 Feeling like the "icky" car salesman after trying to hard close.

It's a step-by-step playbook to effortlessly qualify and convert prospects in 30 minutes (without ever feeling salesy).

If you recognize that the intro meeting is the lifeblood of your business and have always wondered if there was a better way...

The UIM Accelerator was created for you!

In just 4 weeks, you'll have:

• A screening process that filters for fit and motivation
• A pre-meeting email that paves the way to better meetings
• A pre-meeting agenda that eases the prospect's mind
• A meeting framework that focuses on what prospects want most
• A follow-up process that makes the prospect feel understood

How It Works:

Starting on January 23rd, advisors around the world will kick off a 4-week sprint to build an intro meeting that effortlessly qualifies and converts prospects without being salesy.

4 modules. 4 weeks. 1 practice-altering meeting.

Here's the weekly schedule:

Week 1: The Foundation & Assessment

We'll lay the foundation to create the ultimate intro meeting and also provide you an assessment to determine where you can make the biggest impact.

• Purpose of the Intro Meeting
• Prospect Meeting Economics
• Barriers to Success

Week 2: Pre-Meeting Essentials

We'll walk through everything you need to prepare yourself and the prospect for the best meeting possible.

• How to screen for prospects that are the right fit and ready to move
• Prepping Yourself for Success
• Prepping The Prospect for Success

Week 3: The Meeting Framework

We'll break down the psychologically-backed approach to build a meeting framework that guides the prospect to see you as the cure.

• Why you need a framework
• How to articulate your value so they see it clearly
• How to "close" comfortably

Week 4: Post-Meeting Essentials

Everything you need to wrap up and finish with a bang.

• Building a follow-up process so you don't get ghosted
• How to construct an effective post-meeting email
• How to stay in touch

These 3 things happen every week:

1) Watch the video lessons (1 hour)

2) Learn and share with others during an "Office Hours" video (1 hour)

3) Complete Action Items for the week (1 hour)

In addition to everything above, you'll get access to the following resources:

• Best Question Menu
• Build Your Intro Meeting Worksheet
• Pre and Post-Meeting Email Templates
• Pre-Meeting Agendas
• Screening Form/Questionnaire

🏆Bonus🏆

KPI Prospect Dashboard ($299 Value)

Who It's For:

If you're still reading at this point, I don't even hesitate in saying that you are exactly who this is for!

However, if you're still on the fence it's for any advisor or planner that:

• Wants to improve their confidence and success in converting prospects into clients
• Has always thought there has to be a more comfortable way to do these meetings
• Hates "selling" but wants to help more people
• Is tired of hearing "I need to think about it" and being "ghosted

And is ready to change NOW!

Testimonials:

FAQ's:

Who are you and why should I listen to you?

I'm Brendan Frazier. I've been in the financial advice industry since 2011 working with clients and advisors.

In 2018, I launched Wired Planning and The Human Side of Money Podcast, which has provided the opportunity to speak to and coach advisors around the world on mastering the human side of advice to enhance their clients' lives and forever change the trajectory of their business.

What happens if I unexpectedly get busy one week and fall behind?

Good news...every thing we do (Video lessons and Office Hours) is recorded and you get lifetime access. So, even if you fall behind for a week, you can easily catch back up whenever you're ready!

How long will it take to see results?

If you set aside the time and invest your focus and energy on learning and applying the principles and formula, you'll start to see results in your next meeting.

Like anything, though, the more practice you get, the better you'll be. So, the biggest results will likely be in 3-6 months.

What if I decide this wasn't right for me?

We happily stand behind and offer a 60-day money-back guarantee. Everything in this course has been extensively researched and tested.

However - and this is important - only join if you intend to apply what you're learning. This isn't intended to simply consume information. It's intended to take action.