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During our Commitment to Hire™ and Commitment to Implement Conversations™, the clients expresses their concern that, “we not go too fast.” They agreed to all the money, but, that does not mean all the money RIGHT NOW (Or even the day we are scheduled to begin implementation). We are talking here about the entirety of their life's work, their health and the rest of their lives, their savings, investments, home, their children and grandchildren's future - and they are justifiably cautious about making a global decision - Trust - but verify. It is only prudent and wise financial planning! Are top advisors taking All The Money on that first implementation day? How does THAT happen?

Article ID: 298
Last updated: 20 Nov, 2019

The main reason that it’s not happening for you is because you don’t believe it’s a good idea for them to move everything to you. Therefore, you are telegraphing that in your way of being.

And, YES, many advisors have their clients agree to move EVERYTHING to them during Commitment to Hire™ and Commitment to Implement™ and the clients actually follow through during the Implementation Meeting™.

The question is, “is it better for the client to move everything so one advisor is the orchestra conductor?” And the answer is yes. Why?

Consolidate. Coordinate. Simplify.

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folder Commitment to Implement Conversation™
folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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