The Discovery Call Training System

The Discovery Call Training System

Pre-call research tool FULL ADVISOR SYSTEM ADVISOR LABS

Pre-Call Research Assessment

Before the call, assess the prospect's digital presence using the SWOT panel on the left. Then use the 4 Discovery Questions on the right to guide a focused 20-minute conversation.

This tool feeds into the full Advisor Leadership Training System. Start here. Graduate there.

Engagement Tiers

The Ecosystem
Self-serve: AI Marketplace, Advisor Fundamentals, Practice Labs, community. $50/mo or $500 lifetime.
Explore the Marketplace →
The Partnership
Retained advisory with strategy sessions, asset builds, and ongoing execution. $2,500-$5,000/mo.
Learn more →
The Transformation
Full brand infrastructure and executive partnership. $30K-$150K project or $8K-$15K/mo.
Learn more →
The AI Marketplace is recommended for every prospect regardless of tier. It is the entry point to the ecosystem.

Low Pre-Call Score

Consider sending a pre-call message with 3 clear paths. This protects everyone's time while keeping the door open.

Prospect Disqualified

Disqualifying signals identified. Use the template to decline gracefully.

A low digital score does not reflect the full value of any individual or business. This is a starting point, not a verdict.