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Discovery

29075435_mYour Discovery process enables you to gather sufficient information to understand your prospective clients’ goals, their current situation and everything else you need to know to develop your plan and recommendations for them.

Below you will find a Discovery checklist, as well as a broad range of resources, including:

  • Sample text for your Discovery Confirmation of the meeting, along with several versions of one-page Personal Information Forms and Documents Checklists
  • Discovery guide to help your clients prepare for the meeting
  • Discovery sample questions and Comprehensive Financial Data checklist you can use to help prepare for the meeting
  • Discovery Notes form you can use during the meeting
  • Summary Letter template and text form to provide your clients with a recap of what was discussed

These resources are fully customizable and designed to help you maintain consistency in your Discovery process.