I have known most of my clients for 15 to 20 years and so it seems a bit awkward for me to "switch gears" in the review process to begin asking "What's Important To You About ------ To You". Any suggestions to make this transition?

Article ID: 61

Last updated: 20 Nov, 2019

You should have the Mastery Series™ with the scripts for the Financial Road Map Interview™. The Old World New World™ conversation deals specifically with this issue. That script will answer your question and give you the dialogue for what informaion you need to include in these conversations with your existing clients.

Secondly, sometimes doing something new seems or feels awkward. That’s just how it is. The only way past that is to do it until it no longer feels awkward. It only feels awkward for them if you feel awkward doing it. If you don’t have the Mastery Series™, talk to your Accountability Coach.

Also listed in

Values Conversation™ -> Value Levels 1,2, and 3

Values Conversation™ -> Values Conversation™ Misc.

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