Breakout Session – Start Planning: Discovery and Design for Private Clients
May 20
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- 2:50 pm
- - 3:40 pm
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- Breakout Session
Discovery conversations help spot problems and organize steps into a financial design that earns credibility with sophisticated clients and their existing advisors.
We’ll cover the questions that surface problems clients didn’t know they had, how to coordinate across partners without overstepping, and turn a first meeting into a multi-generational relationship. If you’re leading with product, you’re leaving the relationship on the table. This session shows you how to lead with planning and let everything else follow.
