Greater client awareness using the Goal-Driver tool

Understanding what drives clients is essential to every Certainty Advice Proposition. While the annual Discovery conversation identifies, prioritises and confirms the overall approach, tools like Keith Abraham's Goal Driver helps with the micro-steps on every client's journey. Also team members aware of each others micro-drivers helps bring crucial awareness that we are not the same in what matters in the progress with seek. How to use this tool, who to use it with and why it was developed are all covered in this important session.