17/08/2026
A good consultation doesn’t have to be complicated.
You just need the right framework.
Start with a triggering question:
“Is this the best asset for you, even though it has appreciated?”
Then ask for permission to show them your perspective.
From there, explain the strategy:
Buy at the right price → benefit from future price appreciation → create a stronger asset → build greater retirement certainty.
The goal isn’t to overwhelm clients with information.
It’s to give them simple ideas they can understand and remember.
DM us “FRAMEWORK” if you want the consultation checklist and key questions to guide your next client conversation.