Why do so many advisor discovery meetings feel repetitive? This Behavioral Intelligence Brief explores how behavioral discovery helps advisors understand what matters most before the first meeting, leading to better conversations and stronger client relationships.

Prospects now research wealth firms before the first meeting, through websites, LinkedIn, podcasts, reviews, and AI. For advisors, the first meeting is no longer where trust begins. It is where trust is confirmed. Here’s why growth-focused firms need to connect marketing, business development, and advisor discovery into one continuous prospect experience.