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Edelman Financial Engines

October 30, 2025 05:10 pm

*From Bell Curves to Behavior – Reframing Risk Conversations with Clients

NEW Kitces Training Course

You’ve started the planning process—but how do you actually start the planning process?

Every advisor approaches discovery a little differently, some jump straight into collecting data or identifying goals, like vacation homes or grandkids education. But beginning intentionally with deep discovery builds trust and commitment from the start.

We’ll show you how to structure and craft a discovery process to uncover what truly matters and connect with clients on a deeper level. Ultimately, to help clients feel more motivated to move forward with meaningful financial planning.

Learn More