Wisdom Round-Up: What Prospects Actually Want, Psychology of Spending, and Improving Implementation
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Wisdom Round-Up: What Prospects Actually Want, Psychology of Spending, and Improving Implementation
Here are the three main reasons clients don't implement:
1) Confusing Priorities
2) Lack of Knowledge or Abilities
3) Unfamiliar Relationship & Logistics
1) Confusing Priorities
2) Lack of Knowledge or Abilities
3) Unfamiliar Relationship & Logistics
Wisdom Round-Up: What Prospects Actually Want, Psychology of Spending, and Improving Implementation
question for #3 "Knowing the to-dos and action steps, let's assign who has what steps and how we will communicate about these steps."
Kitces article about implementation questions by From Meghaan Lurtz