The “Hindsight 20/20” Question

The Most Important, Must-Ask First Appointment Question

Successful advisors are very intentional with the process they take with clients and the questions they ask.  This video shares one of the most critical questions to ask prospective clients when you first sit down with them. The answer will reveal…

  • Their biggest pain points that you need to address
  • What it will take for them to become a happy client of yours
  • How they will “grade” your performance once they have become a client
  • What is lacking within their current advisor relationship

Listen in as Mike Walters shares a critically important concept to understand in order to catapult growth within your practice.

This video is one topic of a twenty-five-part Entrepreneurial Business Building Series for Financial Advisors titled the Chain-of-Secrets Fast-Track Series. Led by USA Financial CEO Mike Walters, this unique collection forces financial professionals to step away from the advising side of what they do and focus on the main drivers to the success of elite advisors throughout the country.