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Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.

Article ID: 373
Last updated: 20 Nov, 2019

"Nope. I'm just a really good Financial Advisor who will help you align your most important goals with your most important goals."

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folder Before Financial Road Map™
folder Values Conversation™
folder Referral Process/ Misc.
folder Miscellaneous
folder Before Financial Road Map™ -> Initial Contact with Prospective Clients
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.
folder Values Conversation™ -> Values Conversation™ Misc.

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