Transforming Data Gathering into a Valuable Client Experience

In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:

1. Encouraging prospects to be less precise in the information they add
2. Sending a short video explaining the process
3. The “trojan horse” of data gathering
4. Requiring less from people.