To be the best business advisor you can be, you want to understand your client's needs.
The challenge is not only that clients have too many needs, but also that they have too little time. The truth is that to make an impact we must help clients focus on one thing at a time.
That's why we must have a structured way to find focus on what matters most!
How to get focus
The GrowthWheel 360º Assessment is a visual tool – online or paper – that helps advisors and entrepreneurs decide what to work on.
It works like this as preparation for meeting – or during a one-to-one session:
Choose to assess Opportunities or Obstacles – or both
Make a screening of the 20 Focus Areas
Select 1-3 Focus Areas that matters most
With the GrowthWheel 360º Assessment you can help clients focus on their real needs and at the same time be confident that you give your clients a good first impression of working with you.
More about the 360º Assessment Tool
In this short video Elizabeth Binning present the GrowthWheel 360º Assessment Tool:
Also available on paper – The best of both worlds
As with all of our tools, you have the freedom to choose whether you would like to use the GrowthWheel 360º Assessment online or on paper.
Other GrowthWheel Tools to look at
When you know what matters most to the clients you can move on with one of the following tools:
Start an Ambitions Journal with the clients milestones and goals.
Share Decision Sheets to find alternative options for next step
Make a 30-60-90 Day Plan for each selected Focus Area