Had a situation recently, where a big issue fixed.
A small issue remained. The small issue meant the client saving $ 1200 or zero or inbetween.
so……..we advised the client what to do, in steps. The client came back and to a huge degree, which is great, they were honest about not being confident enough to do this part.
so…we went over again, talked about the strategy and what to do. We pointed out the reality and how the client could save. Client smiled, left, did follow the advice. A week later we got a call from the delighted client who did what we suggested, which was not easy for her, she saved or made
$ 1200.00 instantly.
As part of roadmap we are further working with her over next 12 months to reposition another aspect and save perhaps $ 140,000 in mortgage payments.