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65: Four Pillars Of The Ultimate Discovery Meeting episode artwork

EPISODE · Nov 16, 2022 · 31 MIN

65: Four Pillars Of The Ultimate Discovery Meeting

from The Human Side of Money · host Brendan Frazier

The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks … Read More Read More

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65: Four Pillars Of The Ultimate Discovery Meeting

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This episode is 31 minutes long.

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This episode was published on November 16, 2022.

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The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to...

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