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Defining your client’s ‘Sufficient’

James Millard
Head Coach at Sufficient Funds

Defining your client’s ‘Sufficient’

Before diving into any kind of financial advice you’d find in an SOA, James Millard takes new clients through a ‘Defining Sufficient’ session. It’s a 90-minute coaching session which has completely replaced the traditional ‘first appointment’.

James is going to take us under the bonnet and walk us through the structure of these sessions, the powerful questions he asks new clients and the results and impact these sessions are having on the rest of his advice process.

Connect with James’ in the XY Platform HERE

Check out James’ LinkedIn HERE

James Millard
Head Coach at Sufficient Funds

Going Live on October 7, 2021

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Category:

Ongoing service

Before diving into any kind of financial advice you’d find in an SOA, James Millard takes new clients through a ‘Defining Sufficient’ session. It’s a 90-minute coaching session which has completely replaced the traditional ‘first appointment’.

James is going to take us under the bonnet and walk us through the structure of these sessions, the powerful questions he asks new clients and the results and impact these sessions are having on the rest of his advice process.

Connect with James’ in the XY Platform HERE

Check out James’ LinkedIn HERE