As discussed in Part 1 of this series of articles, the purpose of a Discovery meeting differs from that of a traditional financial planning meeting. In order to achieve that new purpose, assumptions based on previous experiences and traditional methods must be set...
Establishing context at the beginning of any meeting is one of the most important steps you can take to ensure that the meeting is effective. People need to know why they’re attending. They need to understand what the meeting is intended to accomplish. An agenda –...