Designed as a short pre-meeting conversation—conducted via phone, Zoom, Teams, or chat—Conversation Zero's purpose is to determine whether a prospect is a good fit for Certainty Advice and to prepare them for a successful discovery meeting.
What are all the different 'pieces' of Certainty Advice and how do they 'fit' together.
An deep dive into the Certainty Map - the most valuable framework of Certainty Advice as it captures what is of value to every client
Jim emphasizes the importance of using case studies to prepare for and practice discovery meetings in the financial advisory context.
This lesson covers everything you need to know before having your first discovery meeting.