33 - How to Run a Better Discovery Meeting

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The Advisor Odyssey - Strategies for Financial Advisors

Daniel Hotujac

51 episodes

3 days ago

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.

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Business

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All content for The Advisor Odyssey - Strategies for Financial Advisors is the property of Daniel Hotujac and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.

Marketing

Business

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33 - How to Run a Better Discovery Meeting

The Advisor Odyssey - Strategies for Financial Advisors

30 minutes 33 seconds

2 years ago

33 - How to Run a Better Discovery Meeting

In this episode, Daniel lays out 5 things you need to try to accomplish during your first discovery meeting!

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)