Assessment – Anchoring the Path

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Question 1 of 7

1. Question
1 point(s)
Using a whiteboard wedge is really important for anchoring in the PlanHappy process – why?
- To practice your drawing skills and impress the client
- The images you draw look pretty when you print them out and add them to the booklets
- You're using your visual drawings to explain each section in turn making sure the client understands each point before moving on. If you provide them with a pre-prepared drawing your missing out all of those steps in the middle
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Question 2 of 7

2. Question
1 point(s)
Why is it so important not to leave gaps in the process?

(Select 2 answers)
- You can leave gaps but you must go back over them at some point within the process
- If you leave gaps you'll be missing out vital steps of the process that need to be followed in order
- By leaving gaps your allowing the client to divert off from the current pathway which in turn means you'll lose you're clients interest and will struggle to get them back on track
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Question 3 of 7

3. Question
1 point(s)
How do you stop a client from getting distracted by transactional ‘shiny things’ during the PlanHappy process?
- Explain that they have to focus only on you and cannot look around the room
- Make sure their mobile phone is switched off before you start the meeting
- You drip feed information to the client and make sure that each piece is anchored in and understood before moving on to the next
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Question 4 of 7

4. Question
1 point(s)
At it’s core, what exactly is the purpose of our client work in PlanHappy Lifestyle Financial Planning ?
- To rewire their brain to follow a more human, structured and holistic path in relation to their life and money plans
- To produce cash flow models
- To write lots of investment business
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Question 5 of 7

5. Question
1 point(s)
What are we trying to get the client to put front and centre when making life and money decisions?
- Their investments
- Their pensions
- Cash flow models
- Their best life
- Investment performance
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Question 6 of 7

6. Question
1 point(s)
When building a pathway from A to Z in what order do we need to anchor the principles and structures in our clients mind
- Any order as long as they are all in there
- Sequentially
- In a random order to keep their mind whirring
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Question 7 of 7

7. Question
1 point(s)
Why do we not just give a client all the information on a sheet rather than drawing it on the board in stages?
- Because the client loses focus on you and start looking through all the information
- It stops us anchoring each point in turn
- If each point is not anchored in turn then you cannot anchor the next point
- It's our process and we must be in control to deliver it effectively
- All of the these
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Assessment – Anchoring the Path

Assessment – Anchoring the Path

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