Stages of Change

Acts as a guide to generate important discussions that can lead to greater trust and less conflict among ownership groups.
Identifies potential issues around change before they become problems or significant conflicts.
Creates a picture of possible outcomes if issues are not addressed proactively and strategically.
Can act as a tool to develop deeper relationships between the Trusted Advisor and the next generation of ownership.
Is a low-risk method for Trusted Advisors to determine client’s willingness to change and address and plan for transition.
Allows Trusted Advisor to identify key products or services to address earlier stages in change process.
Advisors will get an idea of where their client is on the stages of change model seen here…