Michael Kitsis · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
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Use “power questions” such as “When was the last time you reviewed the full range of retirement plans available to you?” during discovery
“When you enroll for 2027 with me, we will go through the full enrollment process, which includes the benefits that you have selected, reviewing the benefits summary, reviewing your prescription drugs on the drug formulary, making sure you know what the star rating is for your 2027 plan.”
“I'm using Claude. This is my last newsletter because I explain that with the $100 plan, you get six times more usage than on the $100 plan of Chadupt.”
“He said that automatic enrollment into retirement savings plans leverages the power of defaults and inertia, so people are more likely to stay enrolled.”
“We not only stress test to show families how their retirement plan holds up in a variety of scenarios... when people see that their plan still works when bad things happen, that's when fear starts to fade.”
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