Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock the vital role of discovery meetings at The Gold Group. This episode takes you behind the scenes to understand how these initial but pivotal meetings shape the relationships with their clients. In their new studio just outside the city of Boston, Darrin and Samantha dive deep into the unique discovery process that sets the Gold Wealth Management Group apart. They focus on understanding clients' goals, values, and personal stories, ensuring comprehensive and empathetic wealth management.