77: Best Questions For Each Step Of The Client Journey

Every advisor always wants to know what questions to ask.

But, more important than WHAT you ask is WHEN you ask it. A great question asked at the wrong time is no longer a great question.

In this episode, we’ll go through six different steps of the client journey and arm you with three questions to use at each stage:

• Intro Call
• Discovery Meeting
• Onboarding
• Implementation/Recommendations
• Review Meetings
• Every Conversation

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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