19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The 62 Question Discovery Meeting Process
When you first meet with a client, assuming that they meet your criteria and you go into what is generically known as a discovery meeting. This became quite interesting because they said this was the key to everything. So we've got a bit of a refresh going on right now. Does it still make sense? Should we go back to it? Should we freshen this up a bit? Because I think we just diluted it. We've gone, we kind of short circuited it a little bit. The effectively gave us a script and we just started doing it and it was quite different. Maybe a lot of these things are adopted now. Most people still don't go through this,
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