At which progress meeting should I do the Quality of Life Enhancer Exercise®?

Article ID: 131
Last updated: 20 Nov, 2019

Typically the third of fourth or whenever the client is struggling to behave like a delegator.


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b Is there a script for scheduling a Phone Appointment for the Trusted Advisor to take the client through the Quality of Life™ Enhancer Exercise?
b Is there a letter you use when sending out the Quality of Life™ Enhancer Exercise?
b How often do you update the Financial Road Map® and what exactly is updated?
b I see in the Progress Meeting agenda for the Goal Progress Outlook meeting that the client can be given the Quality of Life™ Enhancer exercise as homework. I am MORE under the impression that this exercise should be done in person and administered by me. Why does it refer to the Quality of Life™ enhancer exercise as homework? Am I missing something?
b When I do progress meetings with clients and review the Values Staircase™ I originally did with them a year or two years ago, it does not feel as crisp as a new one would. Would you ever recommend re-doing the Values Staircase™ with existing clients now that I am much more comfortable with the process?
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