How do you do it?

"So, how do you do it?"

This conversation is crafted to help explain how do you incorporate a "professional model" of leading with process rather than a "sales model" of leading with product — with the goal of helping your clients achieve their unique and personal financial objectives.

"Now, let me take a moment to explain how we accomplish this. We have incorporated the same three-step approach practiced by some family physicians. When you meet with your family doctor, the first thing he's/she's likely going to do is go through a diagnosis. In the diagnostic phase, he/she is likely going to focus on three areas: your past medical history, your current symptoms, and, if he's/she's really good, your long-term objectives for your overall health. He/She is then going to take all that data, all that content, all those insights, and come back with the prognosis. Then, and likely only then, will he/she come back with a specific, targeted treatment regimen designed to take you on your unique medical journey.

"We utilize the same three-step architectural framework in our practice. Step one is deep discovery. In the discovery phase, we focus on three areas: your past financial history, your current financial structure, and your future financial objectives for your long-term well-being. We then take all that data, all that content, and all those insights, and come back with a written plan of attack. Then, and only then, will we come back with specific, targeted recommendations designed to take you on your unique financial journey."