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What to Ask During Client Discovery Meetings - The Daily Upside

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered. Griffin Kelly griffin@thedailyupside.com If you’re going to bring on new clients, you’ve got to nail the Q&A. Building trust with clients takes time and effort. While investment returns remain central, today’s clients also want connection and understanding from their advisors. That trust starts with asking the right questions, especially during discovery meetings where potential clients are hoping to learn more about the services advisors provide. By asking open-ended questions, advisors can give clients space to reflect on goals in ways they may never have before. “Don’t think of discovery conversations as a way to discover something about the client, but as a way the client will discover something about themselves,” said Lawrence Smith, president of ELS Vision Wealth Management. Advisors, especially women and Black wealth managers, may feel pressure to

What to Ask During Client Discovery Meetings - The Daily Upside Skip to content Advisor Upside | Financial Planning What to Ask During Client Discovery Meetings Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered. Facebook Twitter LinkedIn Mail Link September 16, 2025 Photo by Getty Images via Unsplash Sign up for market insights, wealth management practice essentials and industry updates. Subscribe Griffin Kelly griffin@thedailyupside.com September 16, 2025 If you’re going to bring on new clients, you’ve got to na

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