Using The ACE Framework When a Client Wants to Sell Everything
A client calls in scared. You have the data. You have the history. You know exactly what to say — and it still doesn't work.
The problem isn't your answer. It's your timing.
This episode breaks down the ACE Framework — Acknowledge, Clarify, Explain — a simple but powerful tool for navigating emotionally charged client conversations. Knowing the framework is easy. Actually sitting in the discomfort of A and C before jumping to E is where most advisors struggle.
James and Eden explore why our instinct is always to go straight to the explanation, what happens when you slow down and meet clients…
The skinny
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