Yes. Restate the part telling exactly what they get. Remember, these are memorized words that you have said many, many, many times. It’s the first time for them. Sometimes people need to hear them more than once to get it.
That’s why it’s so important for you to record, so you can listen to yourself to be sure you clearly articulate and go at a pace that is effective for the first time listener not for you who’s said it 100 times. Remember, your Deliverables Team isn’t so much discussed as they are incorporated into the implementation of the plan’s action items.
For example, if there are action items related to estate planning you schedule the meeting with the estate lawyer. Building the Deliverables Team and the processes that surround this a very important element for you to deliver on the Values-Based Financial Planning™ promise.
