Latest / Pivot with Darryl Lyons
Discovery Is Not a Sales Pitch - It's a Conversation
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down one of the most overlooked but critical elements of financial planning: the discovery meeting. Whether you're already a client or just starting to explore a relationship with an advisor, understanding how PAX approaches discovery reveals a lot about what it means to truly serve clients with clarity, care, and purpose.
Darryl shares a behind-the-scenes look at how PAX advisors engage with new clients - not with sales pitches or pressure, but with thoughtful questions and deep…
The skinny
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