Halbert Hargrove Pilots Financial Client Discovery Process Based On Proven Healthcare Model Developed by Dr. Jeff Belkora

· Halbert Hargrove is first RIA Firm to test SLCT Client Discovery Process · SLCT (pronounced “select”) is an interview protocol first used to stimulate patient disclosure in health care practices · With initial results based on a client sample group, the amount of client input during discussion increased from 57% to 68%, as the rate at which advisors asked questions as part of their dialogue with clients increased from 52% to 67%Halbert Hargrove, an independent registered investment advisory firm, has partnered with Dr. Jeff Belkora, faculty member at the University of California,