4 Easy Steps for Implementing Human-First Client Discovery

The essence of a human-first discovery process is to accurately identify your client’s unique characteristics in a way that is transparent and respectful to the client. In this session, Ashley Quamme and Sarah Fallaw from DataPoints, along with Jenna Ghibaudy from Wealthbox will provide you with four steps to seamlessly implement behavioral assessments into your firm’s client discovery process in a way that puts the client first.

This webinar will cover:

1. Promoting the use of behavioral assessments with prospective clients.
2. Evaluating reports to identify essential topics for discussion and guidance.
3. Clarifying results with clients while using the results to facilitate in-depth, money-related conversations.
4. Integrating tests into coaching and ongoing client experience.
5. Using Wealthbox CRM to manage and track client interactions and assessment results efficiently.