Most advisors operate their own home-grown Discovery Process. You may have done so, too, usually out of necessity.
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, talk about what aspects of your prospect-meeting approach might need fixing, and what steps you can take to overhaul your process and boost results, including more new clients, more efficiency, and new assets and revenue.
Join us for this Discovery Meeting webinar and learn:
Chris Holman is the executive coach at Horsesmouth. He started in the business in 1981 as an advisor with EF Hutton…and has been a professional coach for 15 years. He has coached 2,000+ advisors in his career and is a Professional Certified Coach (PCC) with the International Coaching Foundation.
Sean M. Bailey has been the Editor in Chief of Horsesmouth for 18 years. Sean starts his day by asking himself "What can Horsesmouth do to help advisors succeed in helping their clients?" Master Membership is our answer to our best clients who want to power their business with Horsesmouth.