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

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The 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 …

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65: Four Pillars Of The Ultimate Discovery Meeting