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