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