"When you start talking, do you know where you're going?"
"No."
"Let's start there."
I run a quick exercise. Rapid fire questions. Maximum three-word answers.
Mountain town or desert?
"Mountain town."
Best vacation you've ever taken?
"My honeymoon."
What made you decide to do what you do?
"I enjoy strategy."
Market outlook?
"Typically optimistic."
Why should I trust you with my family's wealth?
"We limit who we serve."
He'd just never practiced deciding on his point before he opened his mouth.
Tell me where it keeps going sideways. I'll tell you what I'd work on first, and if that's not me, I'll tell you that too.
Book a call