In the Commitment to Hire™ script you say, "Would you like to hire us to create this plan for you?" I'm assuming that, as a solo practitioner with one administrative assistant, I'd say, "Would like to hire me" not "us." Or is there a reason to say "us"?

Article ID: 69
Last updated: 20 Nov, 2019

There’s no such thing as a Trusted Advisor “solo practitioner.” You can’t possibly deliver on the promise you made during the Commitment to Hire Conversation™ by yourself.

The “we” includes the Subject Matter Experts who comprise your Deliverables Team and are going to provide the actual advice to you about insurance, taxes, asset management, estate planning, and so on. It’s the people who help you write the plan, or use the software to write the plan, and the back office people who make everything happen from account transfers to underwriting.

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