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Cannon Financial Institute
Enterprise Solutions

SkillBuilder Video Collection: Deluxe Discovery

The SkillBuilder Video Collection: Deluxe Discovery enhances financial advisors' discovery and client engagement skills with practical scripting and tips for effective questioning, client meetings, and uncovering client needs, fostering stronger client relationships and business growth.

  • Available settings
    Online, On-Demand
  • Topic
    Sales & Practice Management


About This Course

The SkillBuilder Video Collection: Deluxe Discovery is crafted to enhance your discovery and client engagement skills, providing you with practical scripting and valuable tips to grow your advisory business. This collection of video lessons offers comprehensive guidance on effective communication, uncovering client needs, and building strong client relationships.

Course Outline

Asking Questions with a Purpose: Learn how to ask purposeful questions that drive meaningful client conversations. This section provides sample scripts to help you uncover essential client information.

Conduct Great Client Meetings: Enhance your ability to conduct engaging and effective client meetings. Discover talking points and scripting strategies to facilitate smooth, productive conversations.

Creating Fact, Concern, & Consequence Questions: Develop your skills in crafting questions that uncover facts, concerns, and consequences. This lesson provides guidance on how to use these questions to better understand your clients.

Discovering Values Around Wealth: Gain insights into uncovering your clients' values around wealth. Learn how to ask the right questions to reveal what truly matters to your clients.

Insurance Discovery & Demonstration: Develop your skills in discussing insurance needs with clients. Learn how to uncover clients' insurance requirements and present suitable solutions with confidence.

Investment Discovery & Demonstration: Enhance your ability to discuss investment options with clients. This section provides sample scripts and talking points to help you explain investment strategies effectively.

Pre-Call Planning for Client Meetings: Learn how to prepare effectively for client meetings. This section provides tips and sample scripts for organizing your thoughts and planning your approach.

Qualifying Conversations: Develop your skills in conducting qualifying conversations with potential clients. Learn how to ask the right questions and determine client fit.

Retirement Discovery & Demonstration: Gain insights into navigating conversations about retirement planning. Learn effective questioning techniques and how to demonstrate retirement solutions that align with your clients' goals.


Who Should Enroll and Why

This course is ideal for financial advisors seeking to improve their discovery skills and client engagement. Whether you are new to the field or an experienced professional, these video lessons provide valuable insights and practical tools to support your success.

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