Episode 3 — Inside the Total Client Profile Guide



As his clients know, Doug Alden has an extensive discovery process, which includes The Total Client Profile Guide. This guide helps Doug establish relationships with potential clients while also getting a big-picture view of their situation, goals, and more. 

Today, Doug shines a light on what his discovery process looks like by breaking down The Total Client Profile Guide, what it is, and how it helps him and clients alike during the planning process.

In this episode, you’ll learn:

  • Some categories and sample questions featured in the guide
  • Why Doug wants to know about the other professionals on a client’s team
  • The importance of defining your goals or vision of success
  • How the news media impacts your finances
  • And more!

Listen now to learn how Doug’s discovery process can benefit you!

Resources: The Liberated Investor Advantage: (828)-668-0665 | doug@theliberatedinvestor.com  


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