The discovery meeting is your moment to signal who you are, how you think, and what you value. For Financial Advisors, this first conversation often lays the groundwork for everything that follows: It’s where lasting relationships begin. It’s not just about capturing facts and figures; it’s about uncovering what truly matters to your client and starting a dialogue built on empathy, insight, and shared vision.
At RFG Advisory, we believe this meeting is where connection meets strategy. It’s your chance to shift the conversation from transactional to transformational and build the emotional trust that drives long-term alignment.
