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Before Financial Road Map™ Misc.

How long will it take me to get as good as a 9-year old?

Watch this video of Jayce Miller, daughter of Committed Advisor, Jason Miller, and decide for yourself. < Download 'Attached Files - Future-VBFP.mp4" below >

How long will it take me to get as good as a 9-year old?

Watch this video of Jayce Miller, daughter of Committed Advisor, Jason Miller, and decide for yourself. < Download 'Attached Files - Future-VBFP.mp4" below >

I conducted a Phone Consultation this evening with a couple. I made the offer to complete their Financial Road Map®, which they accepted. When they come in for the Financial Road Map®, experience, do I pre-populate the values staircase for them, have them review it, and begin with the scripting from that point, or do I do the whole values staircase conversation again?

If you did both of their Values Staircases on the phone, you pre-populate and begin with Pre-Commitment with each spouse.

I love the notion of, "Showing up ready to be no place else," and thought it was tremendously effective during the Academy. Would you ever consider asking clients and prospects to do the same? E.g., asking them to leave their cell phones with the receptionist? Or maybe a softer approach like, "We find clients get the most benefit from these meetings when they are able to completely focus on the discussion. If you'd like, our receptionist would be happy to keep your cell phones for you and can let you know if you get a call or text from a specific person (e.g. your kids)."

Yes!!

When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?

Nope, not too "salesy" at all. That's a great way to handle setting the appointment... I would not refer to implementing an effective way to schedule an appointment that will benefit them as "pressing."

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