5 Discovery Questions to Connect with Clients

Get targeted questions used to better understand your clients' goals and pain points, while building a strong connection and forming a long-lasting relationship. Utilize these questions to discover:

  • Values — family, charities, foundations
  • Goals — needs, wants, timeframe
  • Interests — hobbies, financial principles
  • Concerns — challenges, fears, hesitations
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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