Why Your Discovery Meetings Feel Productive—But Don’t Lead to New Clients
Feb 9, 2026
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By Chris Holman
Horsesmouth Live: Most advisors don’t lose prospects because they’re pushy. They lose them because their discovery process quietly applies progression pressure—and prospects stop telling the truth long before the meeting ends. Learn a clearer way to run discovery meetings that produce real insight, stronger trust, and more natural next steps.