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Client Discovery: Improving Your Discovery Questions™

The most successful financial advisors have an in-depth understanding regarding their clients’ financial needs, wants, hopes, and dreams. They gain this understanding by asking questions that lead to probing and personal conversations with their clients that reveal the deep-seated feelings about all their financial concerns.

Download a complimentary copy of Client Discovery: Improving Your Discovery Questions™, and learn the type of discovery questions that successful financial advisors ask.

  • Learn how to ask the question that gets a client, or prospective client, to respond, “Gee…nobody’s ever asked me that question before.”
  • Learn how to become a great listener by asking great questions that steer conversations to the next level of client understanding.
  • Gain the ability to ask questions that identify emotional issues such that you can isolate, and reduce, emotion from the financial decision-making process.