Cohort

Question 1

What are the 5 client commitments?

Answer 1

1. Warm/approachable experience
2. Work with someone who knows/understands them, their family, & their needs
3. Jargon-free, lead explanations that lead with planning, NOT products
4. Eliminate the feeling of “being sold to”
5. An experience that makes the best use of their time

Question 2

What is the 3-step process?

Answer 2

1. Clarify stated need
2. Deliver assurance & role statement
3. Establish meeting agenda
   •process
   •time frame
   •permission to move forward