65: Four Pillars Of The Ultimate Discovery Meeting


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By Brendan Frazier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

In this episode, 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
  • Most effective ways to follow up with a prospect after the meeting

*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.

*For more resources discussed in this episode, check out www.wiredplanning.com/episode65.

*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice:



80 episodes