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