11 Strategies to Ensure Success Before Prospects Even Walk in the Door

RELATED CONTENT

The Power of Open-Ended Questions in Discovery Meetings

For many advisors, the discovery meeting process is completely homegrown. Only about half have ever received any training running such meetings. One key area for improvement is the type of questions you ask.

The 12 Questions Prospects Will Ask You in a Discovery Meeting

Before signing on, prospects want to feel completely sure you are the right advisor. Don’t be caught off guard. Plan now how you will respond to these questions during the discovery process. Because you are definitely going to hear them.

The 7 Stages of a Masterful Discovery Presentation

An adept discovery presentation facilitates a seamless transition from casual conversation into reviewing the business aspects of your relationship with the prospect. These are the essential points every advisor should cover, illustrated with slides.