Using Reflection Questions To Help Prospects Find Clarity And Focus On A Shared Planning Vision
Nerd's Eye View
FEBRUARY 28, 2024
The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals. For instance, an advicer might observe that "it seems that saving for your child's education is important, but it also seems that you're concerned about whether or not you'll be ready for to retire when you want."
Let's personalize your content