3 Part Client Experience

Page 1


Inspired Intelligent Planning

• Asking deeper questions and specifically crafting the why to provide strategic advice that wows your clients.


Powerful, Purposeful Negotiations

• That means treating their money like it’s yours. It is being a warrior when it comes to making and saving them money.


Obsession Overseeing The Deal

• You help make sense of everything. You are covering the details and they see it.


Keep your focus on what you ARE GIVING

• Too often we talk too much about what we are not giving or not good…(market) vs what is good, what we are giving.


Want Referrals, Give Referrals

• Are you looking? How many are you referring out per week to various partners? • Every time you are in conversation, give to others what you want them to give.


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