Speak WITH or ATā„¢: The Client Communication Assessment
Is your communication building trust or breaking it?
Nobody loses a client in one conversation. They lose them in ten small habits. This free self-assessment finds the habits quietly costing you trust, clients, and referrals, and gives you the WITH habit that replaces each one.
What you'll get:
- The 50-statement assessment and a Habit Map that shows the two habits to fix first
- The shift for every habit, with what to say instead and one thing to try this week
- A 30-day Shift Plan and a one-page WITH Card for your desk
Bonus: Join The Revenue Leak Weekly Email, with one leak and one conversation in your inbox every Monday.
You score it yourself, so nobody sees your results but you. For financial professional use only. This is a self-reflection tool, not a validated psychometric instrument.
"I thought I was a great communicatorā€”until this assessment showed me the blind spots that were costing me clients. In less than 10 minutes, I learned exactly what to change, and within a month I saw a noticeable difference in how my clients responded. This is a must for any advisor who wants to build real trust." ā€” Angela P., Financial Advisor, Denver, CO
