Congratulations on completing the Promise stage. We hope you got a lot out of it and enjoyed going through the content. So now it's a matter of putting this all into practice and implementing what you've learned.
So as a reminder, there's a couple of things that we've covered.
- The right fit conversation had Present Talk, Appreciate, and Bridge Talk, Right Fit, and the Efficient Meeting Plan. And the reason that we share that framework is so that you can learn it and master it. So you don't have to think about it. It just becomes a part of who you are and in that delivery so that you can be more attuned to what's happening, and in looking at body language and listening more.
- Draw out that Planning Horizon to show them that you start at a different place and are focused on their what and why. And draw out, the Wealth Optimization System when you get to a point where you see that they need planning.
- A process that ensures clear expectations for next steps on if it's a tactical or a planning engagement.
- Use the engagement letter to engage with them on the spot and set expectations for the relationship. So again, congratulations on completing this stage.
The next stage is the Deliver stage. If you're looking to enhance your current planning process with Above the Horizon skills around values, vision, and goals, and client deliverables to support it, you can learn more about that in the Deliver stage. But as always, we want to make sure that you're comfortable with the Approach Talk before you move on to the next stage so that you get this stuff nailed.
Let us know if you have any questions along the way, and once you're confident, we'll see you in the next stage.
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