Oh, this is so important, right? I know many of us might email the My Priorities quiz to our clients and we get their information. We think, hey, this is great data. This is going to help me better understand them. Remember, empathy-based listening, listening with purpose. We want to get on their stage. The tool of My Priorities, going through it with your client, it facilitates us to get on their stage. These questions, this eye exam, they’re going to drop those breadcrumbs. They’re guaranteed to come out. This is going to be the breadcrumbs that are going to tell us what matters most to them. We don't want to miss the opportunity to pick those up, and discover them and to get on our client stage. Yes, we want the data that results from the My Priorities. That’s why the tool’s fantastic, but the secret is we want to show them we’re getting on your stage. We’re that one person in their life that’s different. Different than the rest of the world. Definitely, if you can, do them with your client.

 

Neither MFS nor any of its subsidiaries is affiliated with Eric Maddox. The views expressed are those of the speaker and are subject to change at any time.

FOR EDWARD JONES INVESTMENT PROFESSIONAL USE ONLY. Should not be shown, quoted or distributed to the public.

MFS Fund Distributors, Inc., Member SIPC, Boston, MA


57009.2

close video