Download Our New Client Discovery Pack

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The Discovery “Fit” meeting is a crucial part of your onboarding process. It serves as a valuable opportunity to gather information and evaluate compatibility, ensuring a mutually beneficial partnership.

Carefully curated for independent financial advisors, our New Client Discovery Pack includes the tools IFG members use to set your onboarding process up for success.


In this New Client Discovery Pack, you’ll find: 

  • Meeting with Prospects
  • Checklist of Items to Address with a Client
  • New Client Advocate Process: A framework to ensure you consistently meet and exceed client expectations.
  • New Client Survey: A tool for gathering essential client information and preferences.
  • New Client Profile Questionnaire: A comprehensive questionnaire to better understand your clients and personalize your approach.