As an advisor, you’re not really engaged in “comprehensive” financial planning unless you take into consideration the possibility of a grey divorce.
Your website is all about emotions and feelings. But those emotions and feelings should be yours, not those of a photographer you’ve never met.
When I start a new relationship with a coaching client, I engage in my own form of “discovery.” It’s important for me to understand how you currently approach the process of trying to convert a prospect into a client.
When you are asked for advice, consider reflecting on your limitations. Is this something where you have specialized expertise?
This is probably the first time in your life anyone has advised you to work on reducing your self- confidence level!
What if you said this to a reluctant prospect? Work with us for no fee for a year. We’re confident you’ll want to continue. If not, no hard feelings.