Session 1 Action Items:

  • Review your current list of contacts. Identify and label those in the A+, A, and B categories.
  • Evaluate your current communication preferences and biases, as well as any current obstacles to effective communication.
  • Make a list of all the possible pitfalls that your prospective clients may encounter and that you (as their guide) can help them avoid or navigate. (You may want to make 2 lists – one for “regular” clients and one for downsizing clients).
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