Is there a script for scheduling a Phone Appointment for the Trusted Advisor to take the client through the Quality of Life™ Enhancer Exercise?

Article ID: 420
Last updated: 20 Nov, 2019

I recommend doing the Quality of Life™ Enhancer Exercise during a Progress Meeting in one of two scenarios:

1) As a response to a trigger where the client is not letting go of keeping tabs on the market, reading financial periodicals, watching financial TV, listening to Financial radio shows, and / or wanting to have conversations with you about politics, markets, the economy, world events, etc. The Quality of Life™ Enhancer Exercise will help them realize that there is a finite amount of time that can be better spent on something more important.

2) When you are so far down the path with some of your Ideal Clients that your Progress Meetings are running like a Swiss Watch so efficiently that you have time to do something extra and fun.

Until you are consistently.... like for 20 weeks in a row... having 15 - 20 hours a week of Client Acquisition time on your calendar AND HONORING IT I recommend that you don't even think about the Quality of Life Enhancer exercise.

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