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.

V I S O RAn 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

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?”

The VISOR Worksheet

Affirming your client’s goals and priority for taking action:

Importance

Supporting Resources

Obstacles

Readiness

A

A

A

A

A

The VISOR Affirmation

Software driven client affirmations allow clients to further verify their desire to take action and where.

V

I

S

O

R

ISION

MPORTANCE

UPPORTING

RESOURCES

BSTACLES

EADINESS

The VISOR Model™

VISOR Worksheet

VISOR

Affirmation

Report

VISOR Software

The VISOR Model™ is a key component of Discovery and isdesigned to identify prioritization and driving motivators towardsaction. Affirmations are goals phrased as positive, personalizedstatements that fuel their attainment. Affirmations make yourclient’s goal responses more powerful because they tend toeffectively penetrate the subconscious mind which assists indriving what they accomplish. When you deepen theconversation by asking your client’s to affirm the importance, theobstacles, the supporting resources and readiness related to theirgoals, it will help them to visualize the accomplishment of thegoal.

For More Information:

The Legacy Companies

99 Derby Street, Suite 203

Hingham, MA 02043

(888-649-4591)