How to get a client to think in a new direction
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How to get a client to think in a new direction

September 30, 2013

by Tony Vidler

Brainstorming for fact finding financial advice

Most of us find ourselves occasionally dealing with a client who already thnks they know the answer to their problem,,,,they haven’t come to us for advice, they have come to us for validation of their own pre-conceived idea.

It is a challenge to get such a client to think beyond the decision they have already made….but a very simple brain-storming technique instead of a debate, or reversion to the stock standard fact-finding tools, will often open the thinking up to other possibilities.

So instead of trying to convince a client that they are wrong, or at least haven’t thought it all the way through, try a mini-brainstorming session instead.

In this quick video I explain an easy technique that you can use on a cocktail napkin to get clients to come up with some different thinking, and move in a new direction.


© 2013 Tony Vidler.  All rights reserved.
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