Questions That Matter – part two

Assess Readiness for Change

Ever get the sense that YOU are motivated more than your client? That’s a common experience among advice-givers.advisor team

While your enthusiasm and persuasive skills can temporarily boost the spirits of a discouraged client, that’s usually insufficient to lead to lasting change. Lasting change comes when people resolve their own ambivalence by coming up with their own powerful reasons for doing things differently.

Try the following questions to help them get there:

  • What are your reasons for wanting to make these changes?
  • Can you think of any reasons for not changing?
  • Do you feel ready to take action on this right now?
  • How confident are you that this solution meets your needs?

If the answers to these questions fail to give you an unambiguous Green Light, then do not pass Go!  Instead, spend time exploring alternatives. Put your efforts into things that the client IS ready to take on.

Dr. Moira Somers, Ph.D., C. Psych. is a Sudden Money® Institute Faculty Member and financial psychologist.