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...
by Chris Venn | Aug 11, 2014 | Our Secrets
Cases don’t aimlessly drift to success – it requires a plan. This isn’t a secret. However, we equip Advisors with a Planning Map tool that helps them lay out the plan for implementing a client engagement. There are four reasons for having a Planning Map: The plan...
by Chris Venn | Aug 11, 2014 | Our Secrets
Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals. Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with...
