Build A MECE Discovery Agenda
Create a discovery agenda that covers the client picture without double-counting topics.
stepper The adviser needs a first-meeting agenda that is collectively exhaustive enough to cover the household and mutually exclusive enough that each answer has a home. MECE prevents two failures: missing a category and asking the same question in five disguises. The common shortcut is organizing by product: portfolio, insurance, estate, tax. That sounds familiar but can split one client issue across multiple boxes. Step 1 Define the decision the agenda must support: whether the post-sale wealth plan is ready for implementation. A discovery agenda should be built around the decision, not the adviser service menu. Step 2 Create five…
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