A team’s ability to consistently, methodically and comprehensively capture the value every client seeks every year is one of the most crucial skills & methodologies advisory teams can develop. Consistently building a draft ‘big picture’ of each client’s value, issues, strategies, and pricing after every significant client meeting reduces adviser dependency, increases advice objectivity and better serves a client’s best interests.

Implementation

CONSISTENT ENGAGEMENTS

The key to progress is implementation.

The key to implementation is specific, relevant and timely feedback on efforts to adjust approaches, skills, or frameworks.

Please use the upload window below to share your Discovery Recordings and your completed Discovery De-Briefs

We will provide our review of your efforts and recommended pricing guidelines for each Discovery Meeting provided within five working days.

Use the “HELP” button at any time if you need assistance, or have a query about the materials and their implementation.