Every "No" is Not the Same - Jacquette M. Timmons

Before a prospect becomes a client, I take them through a series of questions. This preliminary financial coaching session is thirty-minutes, complimentary and designed to give prospects a sense of my style and what they can expect from our engagement. It also gives them (and me) a picture of their current financial state, revealing what they have, what they tend to do with what they have, and why – rather than what they think they have, tend do, or why. Finally, this in-take call provides immediate feedback regarding the next steps to take, along with a framework for how best to use our coaching time benchmarked to their goals and budget.

Prospects are always amazed at what they discover about themselves from my seventeen (17) deceivingly simple, closed-ended questions and the conversation they spark. Yet, they don’t always choose to move forward. Read more

Share This

Yes, we use cookies.

We use cookies to customize your experience, to improve the content we deliver to you, and sometimes to show you relevant advertising on social networking sites like Facebook or Instagram. Is that cool with you? (Of course, you can decline the tracking, and can continue to visit our website without any data sent to third party services.)