Your Discovery Meeting Is Costing You Clients: Here's How To Fix It

Podcast: Financial Advisor Marketing Podcast · James Pollard

Opublikowano: 2026-04-20

Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business. The reason? You're using the completely wrong approach in your discovery meetings! Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect isn't actually after a solution - they want something deeper and more fundamental. And so, when they hear your solution, they shut down and book an...