Engaging Prospects: 4 Common Mistakes Advisors Overlook

RELATED CONTENT

#5: How to Answer the 3 Questions All Prospects are Thinking

2024 Members’ Choice: Prospective clients are looking for some basic things when seeking an advisor. To win their business know their three questions and how to answer them.

Discovery Meeting Mistakes You're (Probably) Making—and How Fixing Them Boosts Your Bottom Line

It's no surprise that many advisors have never had any formal training on how to run a Discovery Meeting. That's why we've made the Discovery Meeting topic a focus of our advisor research in the last two years. Now we're ready to share our results.

5 Actions to Take Before, During and After Your Discovery Meetings

To keep your firm alive and growing, you have to continually bring on robust new clients. That means your discovery meeting may be the most important meeting you ever attend. These actionable pointers can make it everything it should be.