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Good client-assessment skills help prospects feel more comfortable with you and provide all the information you need to close new business, make better portfolio decisions, and set the stage for future referrals.
Consultative interviewing requires good listening and conversational skills—but taking notes and interrogating prospects can get in the way of building close relationships. Instead, use this data-collecting technique to gather the information you need without breaking your budding rapport.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025