• How are you using your Bold Qualifiers? Share with us here!

    3 Comments
    • Had a consult call yesterday – first time I have spoken with someone where I said right up front that my single session is no longer for sale… that the longer program is needed to get results! I used my bold qualifiers to describe the people who achieve the best results from working with me. He and his wife took lots of notes and were…Read More

      • Susan – well done! A great reminder that bold qualifiers help us take the BEST stand for our clients’ success!

      • Establish a long except a clear, long term vision or have the ability to see how today’s money decision effects your long term vision.

  • @susanwalletwisecoaching-com – share here 🙂

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    • Thanks! I mixed the “before vs after” program exercise, with the Bold Qualifiers…

      The people who get the best results:
      Before (bold qualifiers)
      Over 70k annual household income, but maybe aside from some 401k funds, not really building wealth
      Find budgeting frustrating, useless, or both.
      Make monthly debt payments besides a mortgage.
      Give no…Read More

  • Happy Monday! Who has shared their BOLD Qualifiers with their mailing list or on social?

  • I’m a visual learner. I had trouble wrapping my head around the list(s) of ideal client characteristics. So I made a body map that let me SEE how it all fit together. On the map I did 3 things: demographics (shared here), starting pains, outcomes & benefits. Perhaps it will help someone else.

    Ideal Client Body…Read More

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    2 Comments
    • Very cool idea! Might have to download or screenshoot it, to get a better sense of it. The type is a bit small for me, even on a decent sized screen.

    • So happy you found a way for this to work with your brain. That picture gave me anxiety, personally! But then again, visual is something I continue to work on. 🙂

  • If anyone wants to brainstorm Bold Qualifiers, I just had a project I was supposed to help someone w/ this afternoon cancel. So I can leave some time open to chat.

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