Lesson 14 | Discovery Insight Workbook™ (1:16 minutes)
Discovery Insight Workbook™
So you've been introduced to many tools, and we've discussed the Discovery Insight Workbook previously. Now I want to get into it in a little bit more detail. This Discovery Insight Workbook should be used for every client meeting where you're documenting the client's vision or updating it. You're documenting client values, where they're showing up in their life, and always when you're doing goals, and doing goal inventorying, and getting into the details of clients lives, all the qualitative aspect of their lives. This Discovery Insight Workbook is great to document all the qualitative aspects but also we have added in a fact finder to it.Print off this Discovery Insight Workbook and you'll see where you can document the qualitative aspect and their quantitative aspect, so you can document clients, their names, their family members, their financials, and all of that so we have a consolidated tool so that you can create amazing client deliverables combining the financial assessment with the clients goals and really the what and why of their life, and have this be a tool that you're using every single year with the client so that you can create ongoing value by creating worthwhile tools and deliverables that are benchmarked for all of their financial decisions.
