Discovery Fact-finding is an easy, user-friendly online experience where clients and prospects can make their own Asset-Maps! Here's what the client sees when they walk through the online interview and what the advisor sees when the interview is completed.

Remember, the advisor initiates the interview by a) sending the advisor's inbound link, or b) emailing the outbound link to the specific household.

My client has completed their Discovery Interview! Now what? ✅ Next steps.

8/2021