What do I say when a person says, "What makes you different from other people that do this?"

Article ID: 87

Last updated: 20 Nov, 2019

The best way for a person to discover how Values-Based Financial Planning™ is different is by experiencing it for themselves. That is the purpose of the Financial Road Map Interview™. If you do it the way we teach it, it is an experience for the client. I discourage you from trying to replace experiences with explanations or presentations.

This is a distinction between Trusted Advisors and Sales people. Sales People want to convince, persuade, explain, educate, and present. This leads to handling objections and then attempting to close the deal.

Trusted Advisors operate very differently. We help people make smart choices by facilitating experiences that make the right decision easy, even if that decision is to not work with us.

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