Podcast: The Human Side of Money) (LS 42 · TOP 1.5% what is this?))Episode: 65: Four Pillars Of The Ultimate Discovery Meeting)Pub date: 2022-11-16[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/239ba12b46694758a2f06cfa9611ebc1/¬es=65: Four Pillars Of The Ultimate Discovery Meeting))powered by Listen411) - fast audio-to-text and summarizationThe discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks … Read More Read More)
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