In his presentation, Brian Lunt gives examples of methods we can use to better understand what those around us are really saying and use it to more effectively be a leader.
Brian Lunt is a pragmatic and expert financial planner and bank VP who helps people map their unique financial values and lifestyle to a plan that works with their highest and most positive energy and priorities, not against them or in neglect of them. Here are key points to his talk.
- It’s important for people to clarify financially what they want, what they currently have and where they want to go next. This builds positive momentum
- People must be heard so they can explore first what they want in order to make sure their flow of money is congruent with what they want and not what they don’t want
- People are either thinking or speaking from a belief in abundance or thinking or speaking from a belief in scarcity and their mindset has everything to do with the energy they bring to their financial choices and their results
- Timing and long-range thinking is key to keeping a balance in how you approach money choices and to help you become motivated and proactive
- It is imperative to know what relationship you have with money, what you want to have with it and then consciously create it
- Create a proactive, responsible plan for financial planning. Not choosing is still a choice
Brian Lunt understands that the approach and resulting choices about money stem from either vision or fear. He shares his priority to help people tap into their innate wisdom and best choices so they can feel excited about their financial strategies and make a plan they will want to stick with to achieve their highest vision.
To get help in setting up an exciting plan and a positive relationship with money, contact Brian at email@example.com
Want to give great service? One way is to quickly identify your customer’s challenges, priorities and needs.
Our panel of experts answers the question: How do you determine your customer’s needs?
From our Experts:
I take time to have a personal conversation and get to know them. I ask authentic, caring questions until I gain the understanding of what I could do to make their life easier and better.
Process is key. Over the years, my most effective method to discover customer needs is to ask well-placed, thoughtful questions. This is especially important since customers frequently don't know what they don't know.
I utilize a two-part system to avoid questions being randomly asked/yielding rambling answers:
1. I have a questions library, broken into Strategic, Tactical, Communications, and Competencies questions.
2. I use a concept called E G O, my questions are asked in these categories: Engaging, Genuine Interest, and Opportunities
I send out a link to one of several detailed surveys I have on my website. I do this when I have an interested prospect or when I’m asked to do a presentation at an event. People perusing my site also find these surveys. When they take them, this helps me to both educate the prospect on what I do overall and also to gather important information on them to learn about their struggles, challenges, areas they need support and many other ways I can engage in conversation when we meet and even prior to a meeting through additional questions that surface.
These are just a few of the partner responses.
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