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The Stephen and Kevin Show Episode 65: Three Tips for Your Proposal MeetingsThe Stephen and Kevin Show Episode 65: Three Tips for Your Proposal Meetings

How to navigate meetings with more than one decision-maker in the room.

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 among them.

Have a question? Leave a comment and we’ll feature your question on the next episode. You can also use the hashtag #AskStephenandKevin on Twitter, Facebook or LinkedIn.

@StephenBoswell is President of The Oechsli Institute and co-author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and co-author of The Indispensable LinkedIn Sales Guide for Financial Advisors: The Online to Offline Conversion.

About the Authors

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com. Follow him on twitter @KevinANichols.