- COREnology Academy
- Posts
- Sharing the COREobstacles report with clients
Sharing the COREobstacles report with clients
COREnology
September 25, 2024
In this lesson you’ll learn:
How to share the results of the COREobstacles report with your clients
Helpful tools to navigate COREobstacles conversations
Resources to help your clients overcome their obstacles
The report is easy to use and provides insightful discussion points for you and your clients. They can learn a lot about themselves by simply reading over the report on their own.
However, we believe it benefits both you and your client to have a deeper conversation about the results.
Prepare for the meeting:
Spend 5-10 minutes reviewing the report.
This conversation may involve addressing some of your client’s negative emotions around money, inheritance, and family relationships.
Remember, you’re not a therapist. Your job is simply to help them identify their obstacles, and provide them with tools and resources to minimize their impact on the financial plan.
Here are some tips to help you navigate this conversation successfully:
Rely on the report
The COREobstacles report has been designed to take pressure off of you to have all the answers.
Feel free to download the introduction pages below to understand the structure of the report.
For each obstacle, there is an individual page in the report dedicated to diving deeper into its results.
The Timeline, Manifestation, Example, and Potential Result section at the top of each obstacle page is there to help clients clearly understand how a specific obstacle might have entered their lives, and how it might be affecting them today.
At the bottom of each obstacle page, there are action points for the clients to consider. The suggestions help clients understand next steps.
The Conversation
As you talk with your clients, first help them see these obstacles as normal and addressable.
When it comes to finances, the goal is not to be ruled by your emotions. Rather, we want to be aware of our emotions, and address them head-on when necessary.
Use the following tips to navigate the rest of the conversation:
Look for similarities and differences among each member of the couple.
Are there areas of concern for both which need to be addressed?
Point out strengths each individual might have to help their partner overcome their biggest obstacles.
Create, update, or refer to your COREobstacles Resource List (template below) and make note of resources you can offer to your clients based on their reported areas of concern.
The ultimate goal is freedom in financial decision making. Refer your client to the notes on the first page of the COREobstacles report which explain this integration of emotion, decision, and freedom.
"I believe my kids would be fine if I left them anything or even if I left them nothing."
As clients continue to address their obstacles and have conversations to align their family’s core values, goals, and relationships, they’ll find that they’ll have less concerns about the next generation’s ability to be self-reliant, self-sufficient, and productive.
Three Key Questions from the Paralysis Obstacle Page:
Every parent will have more peace-of-mind if they can provide their heirs with answers to the following questions:
What can I expect from being a part of this family?
What can I not expect?
What is expected of me?
COREobstacles Report Delivery Email Template
Instructions
Feel free to use or modify this email template to send your clients their COREpriorities report.
Just copy the text below, then paste it into your email. You can paste without the formatting (highlights and background colors) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.
Subject Line Ideas
Let’s talk about some obstacles
Addressing things head-on
The next step
Body Copy:
[First Name(s)],
Thanks for taking the obstacles assessment. I have attached your report to this email.
This report will highlight some areas that might get in the way of you growing or transferring your wealth down the road.
My job is to make sure that doesn’t happen.
Let’s get some time on the calendar to talk about your scores on this assessment, and create a plan to ensure you can move forward with confidence and peace-of-mind.
[Share Dates/Calendar]
Best,
[Your Name]
COREobstacles Report Worksheet
You can use this worksheet to help guide your discussion of your client’s COREobstacles report:
|