HOW TO GET IT ALL INVESTMENTS AND GIFTS PALM BEACH PG COUNCIL JANUARY 14, 2015 LAURA FREDRICKS CEO, THE ASK expertontheask

Impact Questions  What are their Views on money?  What do they really want from a financial advisor/philanthropic advisor?  What organizations do they support or want to support and WHY? ASK: “How do you select a charity? Is this a family decision? Why this charity? Saturday, October 24, 2015 Twitter: expertontheask #justask

Impact Questions   Which organizations are their Top Philanthropic Choices and Why? Ask – “Which nonprofit/charity do you support the most and can you share with me what do they do that made them your top choice?” Saturday, October 24, 2015 Twitter: expertontheask #justask

Impact Questions How can we as a financial advisor/ philanthropic advisor gain and keep your trust and loyalty for years to come? Saturday, October 24, 2015 Twitter: expertontheask #justask

Dynamic Conversations Five Step Process: 1. Know exactly what you want with numbers and dates 2. Prepare the conversation 3. Deliver with Confidence 4.Reiterate what you “think” you heard 5.Plan Your Next Move Saturday, October 24, 2015 Twitter: expertontheask #justask

Winning Words REVIST CONTINUE THE CONVERSATION IF YOU COULD ENVISION WE VALUE YOUR FEEDBACK TO THE EXTENT YOU FEEL COMFORTABLE Saturday, October 24, 2015 Twitter: expertontheask #justask

The quality of your life is determined by the quality of questions you ASK yourself… and others! Twitter: expertontheask #justask Saturday, October 24, 2015

“Money Wellness” Do you, your clients and even donors need to know how MONEY affects every aspect of their life? From mind, body, soul, spirituality, sleep, exercise, career, diet, self-worth, parenting, home, travel, weddings, beauty, financial security, charity? Go to MONEY.YOURWELLNESSROOM.COM It will change your life and your Beliefs and Behaviors about MONEY Saturday, October 24, 2015 Twitter: expertontheask #justask

STAY IN TOUCH! Twitter: expertontheask #justask Saturday, October 24, 2015