8 Steps to Using Bernie

[2] "Ever Wonder Where the Money Goes?"

(4 sets of example questions to start the information gathering process)

List of possible openings # 1: (for the average single client)
"Do you ever wonder where the money goes ... ?"

List of possible openings # 2: (for the average couple)
"Have you two ever found it hard to talk about this?"

List of possible openings # 3: (for the nervous client)
"Believe me, this is going to be easier than you think ..."

List of possible openings # 4: (for the difficult client)
"How about we ..."