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PodcastFinancial Advisor SuccessOctober 6, 2026

Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

Michael Yoder explains how he built a structured discovery meeting process that converted every prospect into a client, and how he shifted his RIA from 177 generalist clients to 64 specialized ones.

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