Free Webinar
Why Good Advisors Lose Business During Discovery
In this webinar, we will explore four common pressures that quietly reshape discovery meetings, often turning meaningful conversations into simple intake. You’ll come away with a clearer understanding of why many advisors lose winnable business during discovery meetings, how what happens in discovery shapes trust and client decisions, and practical ways to stay steady inside the conversation so prospects feel understood.
With Chris Holman, PCC, Executive Coach,
and Doug Pierce, Horsesmouth Associate Editor
Wednesday, October 14, 2026 at 4:00 p.m. ET / 1:00 p.m. PT
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