Defining your client’s ‘Sufficient’
Defining your client’s ‘Sufficient’
The first part of the advice process for James Millard and his team at Sufficient Funds is taking new clients through a ‘Defining Sufficient’ session. This is a 90-min deep dive into the client’s goals and aspirations. James charges $440 for this session.
James takes us through this process – from the time a new lead reaches out, to positioning the plan and implementation fee and everything in between.
Here’s an awesome quote from James in this session
“[The biggest realisation from building this type of advice process] proves to me that the value of what we do is not in the numbers, it’s the conversations around it. For those who are building wealth, and trying to answer a bunch of questions they don’t know themselves, it’s the conversations and proving that the value is in life, not money.”
Connect with James’ in the XY Platform HERE
Check out James’ LinkedIn HERE
Check out the video example of a Live ‘Defining Sufficient’ session HERE
07/10/2021 ago
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Category:
Ongoing service
The first part of the advice process for James Millard and his team at Sufficient Funds is taking new clients through a ‘Defining Sufficient’ session. This is a 90-min deep dive into the client’s goals and aspirations. James charges $440 for this session.
James takes us through this process – from the time a new lead reaches out, to positioning the plan and implementation fee and everything in between.
Here’s an awesome quote from James in this session
“[The biggest realisation from building this type of advice process] proves to me that the value of what we do is not in the numbers, it’s the conversations around it. For those who are building wealth, and trying to answer a bunch of questions they don’t know themselves, it’s the conversations and proving that the value is in life, not money.”
Connect with James’ in the XY Platform HERE
Check out James’ LinkedIn HERE
Check out the video example of a Live ‘Defining Sufficient’ session HERE