EXCLUSIVE DMI WEBINAR

MASTERING DISCOVERY: TURN ‘MAYBE’ INTO ‘YES’

Stop pitching. Start Closing.

LIVE WEDNESDAY | NOON ET | FEBRUARY 19 | 🕒 45 mins

Hint: The secret isn’t the product. It’s your questions.

Let’s be real for a second—if your discovery appointments are basically you pitching a product and praying for a “yes,” you’re leaving piles of commission on the table.

The truth? The difference between another “I’ll think about it” and locking in the sale is all in the questions you ask out the gate.

This isn’t guesswork. These are proven tactics you can actually use to crush your sales goals and get more people to act on your advice.

Featured Presenters

ERIC WARNER
President/Owner Praxis Growth Advisors, Inc.

  • Master of sales psychology
  • Expert in breaking down client motivations into actionable steps
  • Renowned for helping financial professionals turn “meh” conversations into “sign on the dotted line” moments

Eric’s approach to discovery is simple, actionable, and wildly effective. If you want to understand your client’s motivations instead of just talking to them, you don’t want to miss this.

ERIC WARNER
President/Owner Praxis Growth Advisors, Inc.

  • Master of sales psychology
  • Expert in breaking down client motivations into actionable steps
  • Renowned for helping financial professionals turn “meh” conversations into “sign on the dotted line” moments

Eric’s approach to discovery is simple, actionable, and wildly effective. If you want to understand your client’s motivations instead of just talking to them, you don’t want to miss this.

WHAT YOU’LL LEARN:
  • Keep more AUM as clients retire
  • Create extra money for clients’ retirement dreams
  • Shift clients’ focus from a growth to an income mindset
  • Bridge the income gap

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected. 

What You'll Learn

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