3-Step Process to Clearly Demonstrate Planning Value to Prospects
Michael Kitces's team recently shared an article written by Taylor Schulte. Taylor discussed how his 3-step process clearly demonstrates planning value to prospects, delivers a repeatable process, and allows him to serve ideal clients. As Taylor stated, "I've also ensured that clients hire me for the right reason: because they know I have the expertise to solve their specific problems, not because of a good sales pitch."
You can read the full article HERE
This article is PACKED with valuable information. Here are my top 3:
Insight into Taylor's practice prior to implementing his 3-step process.
How Taylor (with the help of Matthew Jarvis and Dan Sullivan) clearly defined who his ideal clients were and exactly how he can solve their biggest challenges.
How the 3-step process allows him to deliver an unforgettable experience that is different than other firms a prospect is evaluating.
2025 is on the horizon, and now is an excellent time to review your process. The article includes a section on how to modify Taylor's process to fit your practice!
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