During the Goals Conversation™ a client asks me for some examples of typical and/or common goals people may have. I then answer, for example, some people want to buy a cottage, fund children’s education, retire at 55 etc. Should I provide these examples to provide clarity or not?

Article ID: 138

Last updated: 20 Nov, 2019

I don’t advise suggesting goals. If I ask someone what their goals and they don’t have many, I just work with what they have. If they don’t have any, we don’t work together at all. If they really do have goals, it should become very apparent in the Implementation Meeting or a subsequent Progress Meeting™ when you aren’t organizing their finances in a way that provides them any money for anything other than the goals they told you about. And if they want money for something else that’s a new goal. My advice is that you reserve spots in your Ideal Client Community only for interesting people who have plenty of goals, plenty of money, and are excited to tell you about them. Maybe it’s time to revisit your Ideal Client Profile?

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