Vision Coaching

How can you differentiate when essentially what financial advisers offer from a clients perception of reality is a complicated and confused range of products that they struggle to align with what they actually want.

The problem is exacerbated by clients who can not articulate what it is that they want and then draw the conclusion to define what it is as a consequence that they need.

A survey of clients completed as part of a CVP development programme run for on the surface a successful business uncovered that clients were not referring into the business because they did not understand the process they had been through. And whilst they felt their advisers had technical expertise they could not define in their terms how the strateqy employed was aligned to their end goals.

A slight miscommunication?

Assuming that people understand what it is we say ignores the fact that we as humans take into our understanding our own previous experiences and as such decode messages in line with our reality and perception.

Uncovering the basis of that reality and how clients process information requires questioning and in fact coaching on the patterns that make up a clients world view.

Vision coaching bridges the gap. Having clients in a first meeting define what success looks and feels like, what will be different in their ideal world, what will be the same and what skills and thoughts they can draw on to make a dream a reality provides the clues to enable advisers to define their solutions in a manner that resonates with how individual clients process information and in so doing provides clients with a feeing of certainty, which in our surveys of clients is often described in words like "we felt they understood what was important to us".