The discovery meeting is the single most important meeting for your clients and your practice.

If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.”

You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks you gathered from talking with fellow advisors. But, it still feels like there’s something missing.

It hasn’t quite clicked.

Here’s what you’ll learn:

• How to prep your clients for a successful discovery meeting
• The importance of shifting your mindset to win the mental battle
• The keys to nailing the discovery meeting
• The most effective ways to follow up with a prospect after the meeting

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier