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Is there a point at which I don’t request an Financial Road Map with existing clients (accounts too small, don’t want to work with them, etc).

Article ID: 292
Last updated: 20 Nov, 2019

Yes. Use your judgment. If you are fairly certain that an existing client does not and will not meet your Ideal Client Profile, it is okay to not set a Financial Road Map Interview™ with them.

In Values-Based Financial Planning™, we strongly recommend that you assess your Existing Client list regularly for those Clients that are costly and plan to replace them with Clients with whom you want to work with. This is the principle behind creating your Ideal Client Profile. Keep the best-of-the-best and let go of the rest. Then, build a practice on purpose that only takes on Ideal Clients. You cannot achieve your goals, actualize your Success Road Map®, and live your Ideal Life by serving non-ideal Clients.

However, this process does not happen overnight. You are transitioning your entire practice to one based upon Values-Based Financial Planning™, and that takes time and careful planning. This transition will happen in steps. It sounds like you are dealing with what we term “Survival Clients.” These are Clients who do not fit your Ideal Client Profile for whatever reason, yet they are necessary to keep your income at a level that is comfortable for you while in this transition to Values-Based Financial Planning™. Continuously work on building your Ideal Client Community and review your Existing Client List and soon you will no longer have “Survival Clients.”

Mastery Series 1-Module 3-Pgs. 28-34
Mastery Series 1-Module 3-Pgs. 61-66

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