Effner Blog Posts – Cat/Tag – Fact-Finding

Three Dealbreaks That Spoil Fact Finding Meetings
Three Deal Breakers That Spoil Fact-Finding Meetings
02-04-2021
While there are many aspects to conducting masterful fact-finding meetings, equally as important is avoiding the deal breakers that spoil them.
Questions To Open Fact Finder Meeting
Getting Personal: Five Types Of Questions To Open Your Fact Finding Meetings
11-16-2020
One of the most important, yet often overlooked aspects of a fact finder meeting is opening with personal and emotional fact finding questions.
From Transactional To Transformational: The Art Of Asking Great Questions
05-27-2020
Learn how to connect with clients in a transformational way through the art of asking great questions.
Great Fact-Finding Questions To Engage Clients About Retirement
04-10-2019
While there are a number of key aspects to conducting a successful fact-finding meeting, here we’ll focus on one: great questions to kick off the retirement planning section.
The Approach: Here’s How To Open New Client Meetings
11-17-2017
Before you begin a fact finder interview, you want to open the meeting by describing to the client what you do. This is known as the approach.
What Are Your New Clients Thinking?
10-20-2017
The success of a new client meeting is often determined in the first 10 minutes. See how to create real excitement about the opportunity to work with you.
Loose Ends Lose Clients – How To Close A Fact Finder
10-13-2017
If you don’t close a fact finder with intentionality, the likelihood of your prospect becoming a client is greatly reduced. Here's how to end the meeting.
Beyond the Numbers: Understanding Your Client’s Story
09-13-2017
Fact finding requires gathering key financial data from your prospects. It also means taking the time to understand the story beyond the numbers.