The 5 Discovery Questions Every Financial Advisor Should Ask (2026)

Stop talking, start listening. Research shows many financial advisors talk for 70% of a discovery meeting, leaving clients feeling misunderstood. This video breaks down how to use powerful discovery questions to uncover what clients *really* want, build unshakable trust, and satisfy your regulatory duty of care under Reg BI and CFP standards. Learn the questions that get to the heart of your client's values and fears. Read the full blog post with all 25 questions: https://open-exam-prep.com/blog/financial-advisor-discovery-questions-2026 ⏱️ Timestamps: 0:00 - Introduction 0:06 - Scene 1 0:36 - Scene 2 1:10 - Scene 3 1:39 - Scene 4 2:07 - Scene 5 2:38 - Scene 6 3:11 - Next steps Recommended study resources: Disclosure: As an Amazon Associate, Open Exam Prep earns from qualifying purchases. We may earn a commission if you buy through these links. - Kaplan Securities Industry Essentials (SIE) License Exam Manual, 4th Edition: https://www.amazon.com/dp/107884772X?tag=openexamprep-20 - Kaplan Securities Industry Essentials (SIE) Exam Self-Study Package – Featuring the 4th Edition License Exam Manual and Comprehensive Online Learning Tools: https://www.amazon.com/dp/1078851123?tag=openexamprep-20 - SIE Exam Prep 2025-2026: Complete Review + 510 Questions and Detailed Answer Explanations for the FINRA Securities Industry Essentials Exam (6 Full-length Exams): https://www.amazon.com/dp/B0CN252KP9?tag=openexamprep-20