The Importance of the Discovery Meeting

Each financial plan is a puzzle, many with hidden pieces, and each with evolving ones. In this session, learn how a discovery meeting is the best way to get a comprehensive understanding of your client’s financial toolkit (accounts, income, debt, etc.), but it is also pivotal in understanding their goals, and building a relationship.

Learning Objectives:

1. Learn how to build a successful relationship with your clients
2. Understand their goals, including the timeline, cost, and priority of each one
3. Dive into their financial toolkit by understanding everything they have at their disposal
4. Receive bonus content, including  automations to simplify this