Master list of goals

technique

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Last discussed Oct 6, 2026

A discovery-meeting exercise in which prospects review a curated list of 12-15 common goals to surface goals they hadn't considered.

Recently discussed in

Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clie...

Michael Yoder · Oct 6, 2026

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Michael Yoder

uses

Used for: Catch-all exercise after the 25 discovery questions to uncover additional client goals Praised: Surfaces goals clients didn't mention (e.g., starting a nonprofit); changes t... vs: Higher level than MoneyGuide's longer goal list

"They basically found that after going through discovery, when presented with a master list of goals, 75% of the time, people change their top three goals... The number one that comes up for us is start a nonprofit... That's why we always make sure..."

Ep 510: Creating Effective Discovery Meetings To Convert ... · ▶ 1:05:09 · Oct 6, 2026

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financial planning goal setting discovery

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