Most planning relationships begin with a questionnaire and a risk score. This one begins by asking what the money was supposed to be for.
A client arriving at a Dream Architect Life firm has usually already been through the version of this that starts with a portfolio review. They know how that goes.
Here the first hour produces something they can take home, and every meeting that follows returns to it.
A living record that holds what matters most to a client, captured visually and in their own words.
It is the focal point at every stage of the relationship, and it changes the quality of every conversation that follows.
The four stages show how the Dream Board can support a client from discovering what matters most through to taking action and reviewing progress over time. They are not a new process your firm needs to adopt. The Dream Board can be incorporated into your existing way of working, in the way that works best for your firm and your clients.
Before a single number is discussed, the conversation is about the life. What the client wants the money to have made possible, said in their own words rather than translated into ours.
The Dream BoardThe vision is turned into a plan with owners and dates. Every dream is anchored to one of the Life Pillars, so nothing sits in the abstract where it can quietly be dropped.
A plan per pillarThis is where plans begin to turn into action. Relevant collaborators can be brought in to provide the specialist support a client needs to help move their dreams forward.
The right peopleThe Dream Board is the focal point at every review. Dreams are achieved, new ones emerge, and the plan evolves with the client over time.
A Living RecordWhat actually happens in the first meeting, and why the Dream Board that comes out of it keeps earning its place at the table years later.
All 19 filmsClients do not leave firms that understand them. They leave firms that only ever understood their portfolio.
