Last week we covered Discovery Meeting Deliverable #4- your current expert team members, which you can read about here.
What attributes do you want in an expert that is guiding you on your financial journey?
What communication style and frequency works for you? Prefer phone calls, texts or emails?
How often do you want to have a working meeting with your trusted advisor?
What are experiences you’ve had in the past with financial experts that have been monumentally great or monumentally awful. Describe them. Often a story is the best way to understand your preferences.
The answers to these questions are discussed to explore the quality of the match between advisor and prospective client. As our “Who We Serve” page announces, quality not quantity.
Just like you want to have a comfortable long term, if not lifetime relationship with your trusted advisor, so do excellent advisors desire the same working relationship.
The reality is that you need to meet at least twice per year to stay on top of your financial moving parts and keep you on a path to achieving your goals.
Upon completing this last element of the Discovery Meeting, both trusted advisor and prospective client usually have a clear idea of whether it makes sense to work together - whether or not there is a good fit. A decision can be made at that point, documents signed, and next meeting set. If not, the prospective client receives a very valuable deliverable, which is actually 5 deliverables in one.
The entire meeting takes from 90 minutes to 2 hours.
The results when facilitated by a skillful trusted advisor yields a very valuable result for any individual or couple preparing to hire a trusted advisor to get a real written financial plan of action in place that will maximize the probability of achieving your financial goals.
You might want to go back to the original post “rediscovering the discovery meeting” for the big picture.
The Mind Map created during the Discovery Meeting.