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A discovery meeting can either feel like a sales conversation or the beginning of a relationship where a prospect feels genuinely understood. Today's guest believes the difference comes down to how advisors lead the conversation, listen to what prospects are actually saying, and guide them towards the next step.
Chris Smith is the founder of PSBLTY, a brand strategy, ...
What if growing your financial planning firm didn't have to mean giving up the lifestyle you worked so hard to create? For today's guest, building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom.
Ashlee deSteiger is co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, that oversees approxim...
An effective discovery process not only can help an advisor better understand prospects' unique situations, but also can increase the rate at which they become full-time clients. Today's guest shares how he has developed a discovery process that has converted every prospect who has gone through it into a client over the past decade.
Michael Yoder is the founder of Yod...
Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals.
Dana Anspach is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in asset...