QUIZ: Identifying Discovery Conversation Components
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Description
Client Discovery Conversations are initial and annual advice conversations designed to understand the value each client seeks. These conversations require positioning, controlling, probing and listening skills to identify the value that will underpin the advice relationship. Controlling these conversations requires an understanding and management of the components of these conversations that are fundamental as to why clients take advice, pay for advice and return for advice.
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Question 1 of 3
1. Question
Which of the following topics shared by clients during a Discovery (or re-Discovery) Conversation would you usually treat as a FUNDAMENTAL Topic?
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Question 2 of 3
2. Question
Which of the following topics shared by clients during a Discovery (or re-Discovery) Conversation would you usually treat as a CERTAINTY Topic?
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Question 3 of 3
3. Question
Which of the following client responses to the PRESSING ISSUES question at the beginning of a Discovery (or re-Discovery) Conversation would you acknowledge, take note of and promise to address during the meeting? (i.e. as a PRESSING Issue)
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