Listening for the Opportunity

Business owners drop signals in almost every conversation: frustrations, goals, offhand comments about the future. Most advisors hear them but aren't sure what to do with them. This workshop develops your ability to listen differently, identifying the moments that point toward deeper advisory work and knowing how to respond in a way that opens the relationship further.

You'll leave with a practical listening framework and a set of prompts for turning ordinary client comments into meaningful advisory conversations, without feeling forced or formulaic. Using PREScore, the Value Builder Score, and the Freedom Score.