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013 Pete Mattew interviews The Maven Adviser
Maven Money Personal Finance Podcast
Understanding the Discovery Process for Financial Planning
A safe pair of hands in financial planning ensures client loyalty during the discovery process. The discovery meeting involves understanding the client's desired timeline, values, goals, and providing an overview of services. Prior to the meeting, clients receive information about the process, fees, and what to expect. The process typically includes a cost-free discovery meeting to assess mutual fit and the client's assistance needs.
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