The 3 R’s they never taught you at school….

As a financial planner, do you know the Power of the 3 R’s they never taught you at school…? The 3 critical things that your prospects need to be absolutely clear on before they will even consider proceeding with you…. They go something like this:

1. Results… they need to know the actual Results they’re going to achieve by working with you (out loud).

2. Reality… they need to understand the Reality of where they’re at financially right now (honestly).

3. Roadblocks… then they need to know that you can remove the Roadblocks that are holding them back, getting in their way and stopping them from getting what they want (show them how).

Take your prospects on a journey that identifies their 3 R’s…, and you’ll build TRUST and an incredibly strong relationship. If you’d like a copy of my 3 R’s worksheet so that you can get clear on your prospects 3 R’s, then click here and download it now.