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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Before Financial Road Map™

Values Conversation™

Referral Process/ Misc.

Financial Road Map® Misc.

Before Financial Road Map™ -> Initial Contact with Prospective Clients

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

Values Conversation™ -> Values Conversation™ Misc.

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I am building a pool of groups I will approach to offer the... »

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How is the Financial Road Map® shaped for business owners focused [initially, at least] on their professional interests? Note: they do not want their spouses involved

I’m very new to offering financial planning and even newer to Values-Based Financial Planning™, how should I answer the question, “How do I know that you can deliver what you are promising?”

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