Envision: College savings becomes real when a client starts to envision his son on the quad of his alma mater.
Understand: When you understand a client's “modus operandi,” everything you present resonates.
Confirm: By clarifying a client's goals and confirming the next steps, success happens surprisingly fast.
Contact us to learn more
about how our Discovery
Institute can help you.
Get to the “Aha moment”
By using VISOR’s step-by-step approach, you can help your clients articulate what matters most and then motivate them to take action. The model helps you better structure Vision-Building and Goal-Setting during an introductory conversation with a prospect, as well as better manage the Investment, Insurance, Tax and Legal Planning aspects of your existing clients. The VISOR Model was designed to enhance the decision-making experience between you and your clients. It gives you the framework for asking the right questions to get to the right solution, right away.
