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Just Take 5 Minutes

Name: Just Take 5 Minutes
Uploaded: 2026-01-24T04:30:00+00:00
Duration: 30 s
Channel: Shanli Liu, CPA, CTP
Description: In this short YouTube clip, CPA Shanli Liu explains a practical, five‑minute pre‑meeting routine that dramatically boosts credibility with prospects or…

24 Jan 2026 · 1 min

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0:30

In this short YouTube clip, CPA Shanli Liu explains a practical, five‑minute pre‑meeting routine that dramatically boosts credibility with prospects or clients. She walks through quickly reviewing a meeting attendee’s online profile—identifying location, favorite sports team, spouse’s name, and company details—and then using those personal touches at the start of the conversation. By mentioning the Bucks and asking about Joyce, the speaker instantly signals that she’s prepared, which creates immediate rapport and positions her as a trustworthy, attentive professional.

Chapters

you get so much return on demonstrating that you prepared. Take the 5 minutes, literally actually take the 5 minutes before the meeting to say, okay, this is John. Let me look at his profile real quick. He's out of Milwaukee. Okay, the Bucks are doing well. Let me see if he follows the Bucks. Okay, he tagged something there and his wife's name's Joyce. Okay, got it. So you get on the meeting, you're like, dude, John, how's it going? Dude, the Bucks are killing it. Oh, that's fantastic. How's Joyce doing? She's good. Great. Really cool stuff that you guys are doing at XYZ Corp. As soon as I say that, they're like immediately in 60 seconds, they're like, this guy prepared.