In this episode, host Jim Woolley, CFP and special guest Doug Maughan role play The Discovery Process prospective client interview to give small-business owners an idea of what it might be like to interview Jim Woolley as a potential advisor for their business and personal finances. This interview is the first step in our process of determining if and how we can help you.

Listening to this episode will give you an idea of what to expect in our first interaction before deciding if we will work together or not.