The VISOR Model is the latest addition of client discovery tools available from Legacy. See how this amazing tool can increase your effectiveness with clients.

1. Note: The VISOR Model™ is
Legacy’s latest client discovery tool.
It is designed facilitate and manage
the process of uncovering your
clients vision and goals with a focus
on prioritizaiton and driving
motivators to take action.

2. ™
VISOR An innovative discussion designed to help clients identify,
prioritize and take action on the goals most important to them.
© 2008 The Legacy Companies, LLC. www.legacyboston.com 888-649-4591

9. The Vision Profile
Discovering and documenting your
client’s goals and dreams.
“Imagine you have a crystal ball into the
future…if all of your dreams and goals
were to come true, describe what that looks
like?”

10. The VISOR Worksheet
Affirming your client’s goals and
priority for taking action:
Importance
Supporting Resources
Obstacles
Readiness

11. The VISOR Affirmation
Software driven client
affirmations allow clients to
further verify their desire to
take action and where.
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A
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12. The VISOR Model™
V
ISION The VISOR Model™ is a key component of Discovery and is
designed to identify prioritization and driving motivators towards
action. Affirmations are goals phrased as positive, personalized
statements that fuel their attainment. Affirmations make your
I
MPORTANCE
client’s goal responses more powerful because they tend to
effectively penetrate the subconscious mind which assists in
driving what they accomplish. When you deepen the
conversation by asking your client’s to affirm the importance, the
obstacles, the supporting resources and readiness related to their
goals, it will help them to visualize the accomplishment of the
S
UPPORTING
RESOURCES
goal.
VISOR Software
VISOR
Affirmation
O
BSTACLES
VISOR Worksheet Report
R
EADINESS

13. For More Information:
The Legacy Companies
99 Derby Street, Suite 203
Hingham, MA 02043
(888-649-4591)