Would you go through some of your thought processes as you decide whether or not to introduce the Quality of Life Enhancer Exercise® during the Phone Consultation™?

Article ID: 52

Last updated: 20 Nov, 2019

If the potential client seems to have gotten benefit from the Values Conversation™ but is not still sure about the value of coming in to complete their Financial Road Map®, my inclination is to introduce the Quality of Life Enhancer Exercise®.

If at the end of the Values Conversation™ I am thinking these folks probably are not a good fit, I am inclined to introduce the Quality of Life Enhancer Exercise® as an additional way to be of service before politely disengaging.

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