by Chris Venn | Feb 15, 2018 | Uncategorized
If you’ve ever uttered the words, “This business is all about relationships,” then you’re in good company; we’d be hard pressed to find an advisor we’ve worked with who hasn’t said the same. 20 years of talking with advisors has had that single thread running through...
by Chris Venn | Aug 22, 2017 | Our Secrets
Here are 6 Rules About Interviewing that we teach advisors to help them really zero in on their clients during Discovery (or any other time the client’s mouth is moving!). Good listening is more important than you think – treat it that way. Look for the things that...
by Chris Venn | Jun 11, 2017 | Our Secrets
When people explore goals, the conversation is pretty predictable. It focuses on what do you want and how important is it to you? But we’ve expanded that thought and found a key to helping clients get real about their goals, once and for all. You’ll love this....
by Chris Venn | Feb 11, 2017 | Our Secrets
Advisors are trained to do fact finding as one of the initial steps in a new opportunity. What many don’t know is that it can create an enormous blind spot. There’s a better way to do it. Fact Finding is about collecting data so that you can do some analysis. It...
by Chris Venn | Jan 16, 2017 | Our Secrets
Your Kolbe result helps you to understand your own instinctive strengths, and the strengths of others, to improve lives in the way that you care most about. The Kolbe Concept holds that creative instincts are the source of mental energy that drives people to take...
