A few days ago, a friend asked me a favor. Since I’m a “financial expert” (Um, really? Oh boy.), she asked me to speak with her friend about credit card options. The other person had a challenging credit history with little financial knowledge at all.
A Facebook Messenger request later, and the chat began. My goal was probably familiar to those of you working with members:
- Identify her challenges
- Focus on her goals
- Educate on her options
- Develop a knowledge base she could build upon
- Provide tangible actions she could take right now
Going in, she was open to learning, guidance, and had a good grasp of what she didn’t know. Maybe not common, but refreshing.
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