Better Clients
The WealthAbility Show with Tom Wheelwright, CPA
Identifying Important Outcomes for Clients
In a business setting, it is crucial to identify the outcomes that are significant to clients by engaging them in conversation to understand what those outcomes mean to them. By asking specific questions like 'What does peace of mind mean to you?' or 'What does retirement look like to you?', businesses can help clients visualize their desired future and emotionally connect with the desired outcomes. This emotional attachment leads clients to share more openly and enables businesses to develop tailored solutions to meet their needs effectively.
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