The 7 Critical Conversations to Build & Maintain a 7-Figure Business – Part 2

Critical Conversation #2: Mastery at scheduling the appointment.


How do you inspire people, both spouses, to come to your office with all of their financial documents? Given all the demands on their time and all of their options for getting financial education, information, advice, and products… what will be the reason they agree to take the time to get their financial documents together and carve time out of their busy work schedules or retirement activities to come see you?


When they come to see you, what will you do for them that’s valuable whether they become a client or not?


Can you articulate how it’s in their best interest to come to you instead of meeting them in their home or office? What will you say is the benefit for their spouse to be in the meeting if they tell you that they take care of the money and their spouse is not interested in meeting with a financial advisor? How will your meeting be more interesting than discussions about finances, economics, investments, taxes, insurance, or markets?


How would mastering this critical conversation help you grow your business with Ideal Clients?


AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize your client value promise, grow your business, and master client acquisition. The training utilizes Adult Learning Theory which helps to accelerate learning, retention, and results. This unique training platform takes most of what Bill has been teaching for the past 25+ years and condenses it down so you receive proven processes and skills (via interactive training courses, videos, scripts, interviews, live webinars with Bill, monthly podcasts, and demonstrations available 24/7 on your computer, laptop, tablet, and mobile phone for an extremely affordable price) in the following 4 main areas:

  1. Client Acquisition
  2. Client Service
  3. Leadership
  4. Time / Priority Management


To discover all 7 Critical Conversations in depth, go to:


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