$10.$ Client discovery meetings are often the very first time that the advisor is presenting themselves to their prospect $1$ x a in a professional setting $($i$.$e$.$ the office$).$ How did we describe this type of meeting in our mastering client discovery course?

a$.$ Brief and to the point, approximately $30$ minutes or less where the client comes with a completed questionnaire that the advisor has sent in advance of the meeting. This meeting is meant to be where the prospect should be prepared to sign as a client or walk away.

b$.$ Brief and to the point, approximately $30$ minutes or less with the client getting several take home materials to complete regarding their personal and financial matters as it is relavant to the advisors work

c$.60-90$ minutes, highly structured discussion that aims to get as much relevant personal and financial information the advisor needs to put together a proposal

d$.0-90$ minutes, unstructured conversation that is focused on getting to know how the client likes to communicate so that the advisor can ask all personal and financial questions as it relates to preparing a financial plan$/$ wealth management solution vail email.