Select the exchange
Choose a passage where the advisor invited the client to expand on a goal.
Platform / Coaching Insights
Coach from the client’s answer.
Use a short excerpt to discuss how a meeting question was asked and what the client actually said.
00:00 · Alex Rivera
“What would you like to focus on in today’s review?”
00:12 · Jordan Morgan
“My priority is to finish work at sixty-two.”
Read both voices
Keep the question and the answer together so the discussion has context.
Practise a follow-up
Write a second question that could clarify the client’s priorities.
Advisor workspace · Morgan retirement review sample
Discuss the question that opened the meeting.
A coach and an advisor read the first two turns together. Alex invites Jordan to set the agenda. Jordan answers with a goal and an alternative. That exchange gives the pair a concrete follow-up question to practise.
“What would you like to focus on in today’s review?”
A short coaching exercise
Use the original exchange as a prompt during a team discussion.
Read the sample exchange- Read the opening
- Listen for how Alex gives Jordan room to choose the topic.
- Find the signal
- Jordan introduces both a preferred retirement age and a second scenario.
- Practise asking
- “What would you most want to understand about working that extra year?”