FPA LIVE: 10 Conversation Mistakes Holding Back Your Success

Most financial planners are technically excellent. But the conversations that turn prospects into clients? That's a different skill set entirely, and most have never learned it. In this episode of FPA LIVE, we're joined by Derrick Kinney, best-selling author, client conversation expert, and LinkedIn Top Voice, to explore the ten most common mistakes financial planners make in prospect and client meetings, and how to fix them fast. The conversation covers everything from why agitating a problem beats solving it too soon to the one question that can close a meeting more effectively than any pitch. If you've ever left a conversation wondering why a great prospect didn't convert, this episode has your answer.

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