Opening Pivots

Question 1

Skeptic / Business Analyst

Answer 1

Can I tell you what I do, but through the lens of how incentives work and why people bring me in?

Question 2

DIY-er / Control-Oriented

Answer 2

Mind if I show you how this all connects—like a system diagram for your finances?

Question 3

First-Gen Wealth Builder

Answer 3

You’ve built a lot from scratch. May I walk you through how I help people like you protect and scale it?

Question 4

Clarity-Seeking Client

Answer 4

Can I ask—what part of your financial life feels the least clear right now?

Question 5

Self-Reflective / Emotional Client

Answer 5

What’s your earliest memory of money—and how do you think it still shapes how you make decisions today?

Question 6

Autonomy-Preserving Client

Answer 6

You’ve clearly done a lot on your own—mind if I ask what’s worked really well for you so far, and what feels like friction?

Question 7

Overwhelmed / Complexity-Averse Client

Answer 7

Would it help to build a map first—before we talk tools, taxes, or products?

Question 8

Strategic Connector or Referrer

Answer 8

Before I explain what I do, would it help if I told you how my work fits into the bigger picture—so you know when I might be valuable to someone in your world?

Question 9

Architect of the Virtual Family Office

Answer 9

Would it be helpful if I showed you how I make your attorney, CPA, and investment team work in sync—not silos?

Question 10

Avoidant / Unclear Client

Answer 10

What’s one decision you’ve been postponing—not because you don’t care, but because you’re not sure where to start?

Question 11

Reflective Investor at a Crossroads

Answer 11

If we removed performance from the equation, what would success look like for you in 10 years?

Question 12

Tactical Founder / Operator

Answer 12

Would it be helpful if I acted more like a strategic interpreter—rather than someone adding more noise?

Question 13

Financially Hesitant Client

Answer 13

There’s a lot of noise in financial advice—would it be refreshing if we focused just on what matters most to you first?

Question 14

Early Trust Conversation

Answer 14

Can I ask you something I rarely hear advisors ask?”

Question 15

Inflection Point Prospect (IPO, Liquidity, Sale)

Answer 15

“I work with people navigating major financial pivots. Want to walk me through the moving parts so we can see what might be missing?