The Focus 53 Podcast: Business Systems, People, & Processes

F53-064: Product vs Performance: Service-Based Value - Chris Blair

10.18.2016 - By Ryan Ayres: Business Coach and StrategistPlay

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Guest Name: Chris Blair - Blair Financial Planning and Rocky Mountain Business Forum Guest Intro: Today's guest is Chris Blair. Chris is the President of Blair Financial Planning as well as the Executive Producer at Rocky Mountain Business Forum. Chris and I shared a cup of tea, a cup of coffee, had some great conversations about service, business, giving back, and much more on a deep business level. We see eye-to-eye on a lot of things. His value proposition conveys why I've really enjoyed my time with Chris and why I wanted to have him on the show. His value proposition says this: Our Value Proposition is Simple – We help you… Align your Financial Choices with your most important goals & most deeply held values Get your entire financial house in order & keep it that way forever Have confidence that no matter what happens in the markets, the economy or the world, we will strive to help you achieve your goals Topics We Discuss: The two greatest gifts Chris could give to his two kids Product versus performance: Service-based proposition The music conductor analogy: Working as a financial conductor Getting the clarity as to where clients stand relative to where they want to be Process and systems in place: Working with teams + 3-meeting process with clients A walk-through of their goals conversation with clients: values, specific goals, timeline, numbers, a picture of their ideal life Hiring for greatness: customer service, hyper-organization, creativity, attention to detail Challenges they face: Messaging that resonates with people and overcoming customer objections Knowing how to stay retired without any stress: Making the right decisions Who are not a good fit to their company The model of vetting clients: Finding if it's a good fit Developing a process around networking The value of recording your meetings Books, People, & Resources: GoToMeeting Blair Financial Planning Rocky Mountain Business Forum Send Chris an email at [email protected] Chris' book recommendation: Traction by Gino Wickman  

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