Unlock Deeper Trust with the 7 Layers of a Client’s Story

Go beyond surface-level conversations and discover the insights that transform client relationships—and your results.

Every client has a story—but most professionals never hear it. They stop at the basics: name, job, needs, transaction.
The real magic happens when you earn the right to hear what truly matters—their dreams, fears, history, and vision for the future.

The 7 Layers of a Client’s Story framework gives you a proven path to move from surface-level to legacy-level conversations that spark loyalty, trust, and referrals.

What you'll get:

• The complete 7 Layers of a Client’s Story PDF—your step-by-step roadmap to deeper, more meaningful conversations

• 25 story-unlocking questions you can use immediately to uncover hidden needs and motivations

• The 7 Layers Tracker tool to guide every client meeting and keep your conversations on track

• Practical examples of how to transition from small talk to high-trust dialogue without feeling forced or awkward

Why It Works

When clients feel known on a deeper level, they don’t just stay—they advocate for you.
The 7 Layers framework shows you how to build trust faster by asking intentional questions, listening for emotional cues, and aligning your solutions to your client’s bigger picture.

Instead of being “just another advisor,” you become their trusted partner for life.