The four questions, in eight pages.
The questions Bryan opens each meeting with, what to do with the answers, and a Dream Board built to be printed and written on.
The questions Bryan opens each meeting with, what to do with the answers, and a Dream Board built to be printed and written on.
Every advisor is carrying two or three things they meant to raise with a client months ago. No deadline passes when they slip. No form goes unsigned. The only thing that happens is another year.
This is the structure that gives those conversations somewhere to land. Four meetings, four questions, and one rule that holds all of it together.
Written for an advisor to use in the next client meeting rather than to read once. Print it, write on it, take it in with you.
One per meeting, with what each one is for and what to do in the silence after it. The question is short. The discomfort in the pause belongs to you, not to the client.
Vision, Blueprint, Build and Maintenance, and why the order is the part most practices get wrong. Most start at Blueprint, because that is the meeting the profession trained them to run.
One line per dream, a season and a year beside it, never a budget. Then the three columns that decide the order things get funded in, which is never cheapest first.
An audit worth an hour, run on your own notes from your last ten client meetings, and the five minutes at the end of every meeting that turn four good conversations into a system.
It arrives by email, so use an address you actually read. We send the PDF and the occasional note from Bryan, and nothing else.
It should land within a minute. If it has not, look in spam or promotions, or take it straight from here.
Download the PDFEight pages, and it prints on plain paper. Book a private walkthrough if you would rather see the four run.
Bryan runs private thirty-minute walkthroughs every Thursday, 9am to 1pm Central. The same four meetings, with your own practice on the table.