The Actionable Intel Podcast
The Discovery Process – For Prospective Clients
Meet the Guest
Doug Maughan
Show Notes
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.
About the Podcast
Tired of financial news that feels more like entertainment than guidance?
The Actionable Intel Podcast, hosted by Jim Woolley, Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, is here to cut through the noise. Designed for small-business owners and entrepreneurs, each episode delivers insights you can actually use—no fluff, no hype.
What you’ll get:
- Clarity & confidence. Navigate complex financial topics without the fear or FOMO.
- Actionable advice. Practical tips to make smarter financial decisions for your business and personal wealth.
- Strategies that work. Insights you can apply immediately to grow, protect, and plan for your future.If you want financial guidance you can actually act on, this is the podcast for you. Tune in and turn intel into action.
