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Episode Summary

Every advisor always wants to know what questions to ask.

More important than WHAT you ask is WHEN you ask it.

A great question asked at the wrong time is no longer a great question.

Let’s go through six different steps of the client journey and arm you with three questions to use in at each stage:

  1. Intro Call
  2. Discovery Meeting
  3. Onboarding
  4. Implementation/Recommendations
  5. Review Meetings
  6. Every Conversation

Remember…a great question will impact your clients and your practice in ways a great investment never could.


Leveraging The Superpower of Questions To Create Connection And Clarity with Meghaan Lurtz

A Menu Of The Best Questions To Ask Clients And Prospects


Whenever you’re ready, there are 3 ways I can help you master the human side of advice:

  1. HSOA Masterclass: 8-weeks alongside other advisors learning how to build trust & connection, align money and life, and deliver advice clients actually implement
  2. The Ultimate Discovery Meeting: A proven framework to seamlessly convert prospects into life-long clients in one meeting
  3. HSOA Community (COMING SOON!): A place to meet, collaborate, discuss, brainstorm, learn and grow with other advisors passionate about the human side of advice

If you’re interested, let me know here.