Data gathering and closing the meeting are where most advisors drop the ball. This episode gives you a clear, repeatable framework for ending meetings with confidence, collecting the right information, and creating a smooth path into planning. No pressure tactics—just smart, strategic conversations that get results.

In this episode, you’ll learn:

📊 How to make data collection simple, not stressful

💬 What to say when explaining how you’re compensated

🧠 How to uncover your client’s #1 concern without asking awkward questions

📁 What documents and tools should you have ready for onboarding

📆 When (and how) to schedule the next meeting for momentum

✅ The mindset that turns info-gathering into trust-building

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