6 Discovery Meeting Questions To Find Clients’ (Real) “Why” And Set Goals That (Actually) Resonate – Go Health Pro

6 Discovery Meeting Questions To Find Clients’ (Real) “Why” And Set Goals That (Actually) Resonate – Go Health Pro

For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. But when clients are still emotionally weighed down by an immediate pain point – the source of their stress or uncertainty that led them to seek out their advisor in the first place – their ability to articulate meaningful … Read more

Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self” – Go Health Pro

Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self” – Go Health Pro

It’s natural for advisors to begin discovery meetings by asking questions about a client’s current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor’s door in the first place is crucial for financial planning. However, starting with these questions can have unintended … Read more

Discovery – a holistic, ongoing innovation story | Insurance coverage Weblog – Go Well being Professional

Discovery – a holistic, ongoing innovation story | Insurance coverage Weblog – Go Well being Professional

The Qorus-Accenture Innovation in Insurance coverage Awards prides itself on celebrating the world’s main innovators within the sector. The awards’ final accolade – the World Innovator 2022 – acknowledges an insurance coverage enterprise that not solely manifests innovation in recent, thrilling methods, however lives innovation via its technique and everyday practices. This yr, there was … Read more