LIFE EVENT To help craft a set of compelling reasons for the client to introduce you, take the following steps.

1. List out the life situations where your expertise is very valuable to clients 2. Then list the negative consequences that your service helps people avoid 3. Select the examples and determine how you will showcase the issue

List Situations Where You Help Negative Consequences You Help People Avoid

People approaching retirement Taxes and penalties that wipe out large percentage of their retirement savings

You may also choose to demonstrate the specific ways you help clients during these life situations (e.g. your process). "I may not have told you about the ways we help _________________. Here is how…"