Turning Analysis Into Client Action
Make a sequence of advisory choices during a low-action moment.
Client pressure The client agrees with every finding in the readout, then says, This is useful, we will circle back. Agreement is high, action is low. The sequence matters because each early move changes how much truth the client is willing to share. Advisory sequence GROW helps advisors coach a client through action instead of simply handing over advice. Goal clarifies the outcome the client actually wants. Reality tests the current constraints and evidence. Options expands the move set before commitment narrows it. Will converts the preferred option into ownership, timing, and next action. The mechanism is agency. Many advisory…
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