Client-facing

Client discovery & framing

Structured interviews with HNW/UHNW clients and translating goals into a plan.

Market demand

55%

How under-taught it is

30%

Roles that need this skill

Tap a role to open its full playbook — required skills, salary band, day in the life.

How the work gets done

The same four lenses applied to every capability and role page.

3 operations

Client discovery & risk profiling
annual
An hour of structured questions surfaces goals, values, fears, family structure, and risk tolerance — captured in CRM, not on a notepad.
Goal modeling (retirement, education, large purchase)
annual
Per-goal probability of success with sensitivity to savings rate, retirement age, and return assumptions.
Plan delivery & client conversation
annual
Interactive scenario walkthrough in front of the client — not a 60-page PDF mailed before the meeting.

Features that use this skill

Recommended path

A practical path for Client discovery & framing

Step 1 · Free · play now
Are you ready for the agentic era?
A 5-question gut-check on whether you could brief an agent to do client discovery & framing work. Local, instant score.
Jump to a quiz
Step 2 · Premium · full playbook
The full playbook (preview)
Checklists, real templates, and the failure modes that don't make it into courses. First 30% free.
See a role that uses this skill
Preview
Step 3 · 1:1 · operator session
1:1 with an operator
30 minutes — case prompts, portfolio review, or interview prep tailored to this skill.
Coming soon
Live

Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.