Trending
Every advisor always wants to know what questions to ask.
But, more important than WHAT you ask is WHEN you ask it.
A great question asked at the wrong time is no longer a great question.
In this episode, we'll go through six different steps of the client journey and arm you with three questions to use at each stage:
- Intro Call
- Discovery Meeting
- Onboarding
- Implementation/Recommendations
- Review Meetings
- Every Conversation
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.
Related: A Scalable Investment Personalization Platform for Advisor Growth