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VIVID / Financial Advisors

Clarify the goal
before the recommendation.

Connect financial decisions to a client’s goals, time horizon and tradeoffs, while keeping recommendations within your professional obligations.

A buyer decision to explore

“I want a better return.”

A useful next question “What would a better return make possible for you?”

See how the conversation unfolds
Try a conversationReview enrollment · $297

7 modules · 29 lessons · 365 days of access

The book (in progress) explains the seven-layer method. This course applies it to Financial Advisors conversations; written lessons and practice are available now.

A financial target has a purpose

Understand what
the numbers are for.

“I want a better return.” tells you where to begin. Ask what a better return would make possible. Clarify the client’s goal, time horizon and acceptable tradeoffs before discussing a recommendation.

Read the 401(k) rollover conversation guide

CLIENT

“I want a better return.”

A USEFUL NEXT QUESTION

“What would a better return make possible for you?”

CLIENT REPLY

“I'd like the option to reduce my working hours in a few years.”

The conversation can now explore a specific goal, time horizon and acceptable tradeoffs before discussing a suitable recommendation.

Fictional teaching example

TRY ANOTHER CONVERSATION / Financial Advisors

A different concern changes what you prepare.

Choose what you would ask next. Open each response to compare.

CLIENT

When a client asks what a new service includes

A client values their advisor but receives a proposal describing a new service. They ask what is included and what is extra.

Fictional teaching case; names and details are invented.

WHAT WOULD YOU ASK NEXT?

How should you help them compare?

Use the written scope and fee disclosures to list included services, exclusions and questions for the client to ask.

Feedback on this response

This supports a transparent comparison without recommending a change or interpreting the client’s investments.

Describe your meeting process and ask whether the client would find that approach useful.

Feedback on this response

Your meeting process is one part of scope. The client asked what is included versus extra; start with the written scope and fees so that answer stays clear.

Try the full practice example

Try a free teaching sample

See what a
question can open.

Find the reason for a second conversation before presenting a second opinion. Build the next step around the client’s stated purpose.

Fictional conversation · Two or three decisions · Editable call card

Try the Financial Advisors conversation

Choose the scope that fits

Start with the
client decisions you support.

Choose Financial Advisors when client goals, financial tradeoffs and suitable recommendations are part of your work. The library includes all nine industry courses.

ONE INDUSTRY

VIVID selling
for financial advisors

$297

USD · one-time payment · 365 days · one learner

  • 7 modules and 29 lessons
  • Financial Advisors teaching and course curriculum
  • 18 PDF toolkits, plus lesson downloads and workbooks
Review Financial Advisors enrollment · $297

ALL 9 INDUSTRIES

The complete
course library

$497

USD · one-time payment · 365 days · one learner

  • All 9 industry courses
  • Explore other applications when useful
  • 18 PDF toolkits included
Review library enrollment · $497

You can enroll directly; the quiz is optional. The purchase flow shows the current access terms and checkout details. Written lessons and practice are available now; course videos are in preparation. 365-day money-back guarantee.

How the method shapes this conversation

Practical course work for advisory conversations

Connect the goal
to the decision.

The course develops goal discovery, shared priorities, and recommendation conversations through written lessons, worksheets, scenario assessments and practice labs.

01 / GOAL DISCOVERY

Understand the purpose behind a financial goal.

Understand the purpose behind a financial target.

02 / SHARED PRIORITIES

Surface shared expectations between decision-makers.

Surface different expectations between the people making a decision.

03 / RECOMMENDATION CONVERSATIONS

Explain recommendations, tradeoffs and next steps.

Explain relevant tradeoffs, risks and next steps clearly.

Make risks, tradeoffs and next steps clear, and follow your professional obligations.

How the sample becomes course work

From the sample to your next conversation

PREPARE AN ADVISORY CONVERSATION

Connect a client’s goals and concerns to the questions, evidence and scope their next decision requires.

FOLLOW ONE ANSWER INTO A PLAN

They trust their advisor. Why this conversation?

One possible outcome from the free fictional example. The conversation card records what you heard and the next move it supports.

Read the worked conversation

In the paid course: Connect a client’s goals and concerns to the questions, evidence and scope their next decision requires.

EXAMPLE CONVERSATION CARD Fictional teaching case
Buyer’s words
“I heard that the plan was on track. My spouse heard that we still had decisions to make.”
Next question
“Which questions should both of you hear answered together?”
What to prepare
Prepare an agenda around the client’s questions and request a written summary from the responsible advisor.
After the conversation
Did you support shared understanding without assuming the current plan is deficient?
Try the example and edit your own card

01 · STUDY THE METHOD

Understand the life behind a financial goal

The paid course includes “Four Meaning Layers and Four Navigation Rungs” in The Financial Diagnostic, with a lesson PDF and module workbook. Start with the related free conversation below.

Read the free worked conversation

02 · TRY A REALISTIC CASE

Practise your next response

Start with your own response, study an annotated conversation, then practise a different fictional situation. The buyer’s response changes with your choice; feedback shows what to keep or repair.

Try the free decision practice

03 · TAKE A USEFUL PLAN AWAY

Prepare an advisory conversation

Keep an editable conversation card in this browser after the free sample. The paid workspace adds an account-saved field kit. Check which assumptions the client corrected and what still needs review before a recommendation.

Build a free conversation card
Already enrolled? Open your course work

These lessons and private workspaces are included with active course access. Practice uses authored buyer responses and feedback; written self-review does not generate a proficiency score. Video lessons are in preparation.

Review Financial Advisors enrollmentTry the free teaching sample
What is inside the course

Inside the Financial Advisors course

Lessons, practice
and working tools.

Review the written lessons, scenario assessments, practice labs, worksheets and tools in VIVID Selling for Financial Advisors before deciding whether the course fits your work.

Actual page from the Complete Discovery Question Bank, showing buyer cues and follow-up questions.Read the actual page
A TOOL YOU CAN USE ON A CALLThe Answer-Driven Lookup

Find what the buyer just did. Choose a useful follow-up. This is page 3 of the 36-page Complete Discovery Question Bank, one of the PDF toolkits included with this course.

Explore the question bank

LESSONS & MATERIALS

Seven modules.
Twenty-nine lessons.

Study advisor mindset and preparation, first conversations, financial goals, multiple decision-makers, recommendation discussions, objections and review routines in written lessons, lesson PDFs, module workbooks and course tools. See every lesson below.

PRACTICE & ASSESSMENT

Work through
industry situations.

Apply the course material to goal-setting, rollover and recommendation conversations. Scenario assessments and practice labs give you structured opportunities to work through examples.

Practice labs provide AI feedback. Video lessons are planned.

VIVID Selling for Financial Advisors

The complete
course curriculum.

Explore all seven modules and twenty-nine lessons on financial discovery, shared expectations, recommendations, hesitation and client-centered follow-through.

01The Financial Architect4 lessons
  1. Diagnostic Posture and Professional Qualifications
  2. Commission Breath: Credential Monologues and Premature Product Pivots
  3. Financial Conversations Within the Applicable Professional Process
  4. Trust Questions: Purpose, Information, Scope and Decision
02Life-Event Conversations and Professional Introductions4 lessons
  1. Life-Event Invitations Without Presumed Needs
  2. Retirement Conversations: Cash Flow, Timing and Return Order
  3. Inheritance, Divorce and Business Sale: Three Client-Selected Questions
  4. Professional Relationships and Accepted Introductions
03The Financial Diagnostic4 lessons
  1. The Financial Diagnostic: Questions, Evidence and Contrary Findings
  2. Four Meaning Layers and Four Navigation Rungs
  3. Reviewing an Existing Advisory Relationship Without Attacking It
  4. Seven Financial Prompts Using VIVID’s Strategic Question Types
04The Advisory Architecture4 lessons
  1. Five VIVID Phases in a Financial-Advisory Conversation
  2. Illustrative Financial Impact Calculations With Assumptions
  3. The Second Meeting: Agenda, Evidence and Follow-Through
  4. Explaining Advisory Fees, Scope and Limits
05Guided Persuasion for Financial Advisors4 lessons
  1. Making Financial Concepts Concrete Through GP
  2. Four Buyer Types as Financial-Conversation Delivery Hypotheses
  3. GP When the Client Is Satisfied With the Current Advisor
  4. Including Each Partner in a Financial Conversation
06Understanding Financial-Advisory Concerns4 lessons
  1. Diagnosing Financial Concerns Without Presuming a Hidden Gap
  2. Responding to Six Common Financial-Advisory Concerns
  3. Respecting a Satisfied Client While Offering a Bounded Review
  4. Explaining Verified Financial Dates Without Pressure
07The Observer in Financial Advisory5 lessons
  1. The Observer: Watching Your Own Advisory Turns
  2. Inviting Referrals From a Useful Advisory Experience
  3. The 90-Day Installation Drill for Financial Advisors
  4. Workload, Attention and Reliable Advisory Records
  5. The Annotated Financial Advisory Meeting: Evidence and Buyer-Owned Choice

7 modules · 29 lessons, listed in full

Before you enroll

Before you enroll

What can I use today?

Written lessons, lesson PDFs, module workbooks, practice labs with AI feedback, scenario assessments and course resources. Video lessons are planned. Choose based on the materials available today.

Where should I start at my experience level?

If you are newer to selling, work through the lessons in order. If you already sell, choose a recurring conversation, study the relevant lesson, then practise and review the skill. The course supports deliberate practice; it does not promise a particular sales result.

Do I need to take a quiz first?

No. Choose a course based on the conversations you lead. For an optional starting point, try the short quiz.

How long do I have access?

Course and library purchases include 365 days of access. A renewal is a separate decision. Review the terms shown in checkout.

What if the course is not right for me?

Read the 365-day money-back guarantee and refund terms before purchasing. For help choosing or using the materials, contact support.

A relevant next step

Prepare an advisory conversation.

Read the rollover conversation guide or inspect the complete Financial Advisors curriculum before choosing.

Read the articleInspect the full curriculum