The Discovery Process

Elevate your discovery process
and win great clients

Curiosity is the key

Connect more deeply with existing clients and also with prospects by getting to the heart of what is important to them. Ultimately, this interactive approach to client discovery has the potential to position you to be the client’s primary trusted adviser.


Request our online tool

Online Tool Image

Our online tool is designed to help you in your client conversation and discover the goals and priorities of your clients.

Please complete the form and your Regional Manager will be in touch.

On submission of this form your Regional manager will be in contact with you.


Sample Discovery Agreement

Download our sample discovery agreement letters to help you recap the discovery conversation with your clients and agree on the next steps to help them towards their financial goals.


Elevate your discovery

As an adviser, honing your skills in asking the deep discovery questions sets the tone for a superior client experience.

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The language of clients

My father is 82 years old and the topic of financial markets and his investment accounts invariably comes up at every family gathering.

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Ready to take the next step? We're here to help.

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We have a wealth of experience. Find out more about our Business Solutions experts.

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Read up-to-date insights on how to optimise, evolve and revolutionise your practice.

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