Discovering Your Current Frame: The ClientWise Conversation

Before you can reframe, you need to discover your current frame. The best way to do this is to find out how you and your business are perceived by your clients, the people whose frames matter most. Schedule in‐person meetings with 20 to 25 trusted clients for the ClientWise Conversation™, during which you will ask each client about (a) one thing the client values about your firm, (b) what your firm can do to improve, (c) how your client would describe your firm, (d) what you have achieved together, and (e) which other professionals your client trusts with his or her business. As your clients speak, be open to hearing and understanding everything they have to say. The insights they can provide will be invaluable as you reframe yourself and your services.