I gave a Values Based Financial Planning™ book to a prospective Ideal Client during a business meeting. I set up an appointment with him, however part of the purpose of the meeting is also to explore how he can help me build my business. When we have the actual meeting, should I do the Financial Road Map® with him or have the referral conversation.

Article ID: 10

Last updated: 20 Nov, 2019

Always start with the Financial Road Map®. Why not schedule the appointment with him AND his spouse so he can really understand? First focus on helping him and then worry about referrals.

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Before Financial Road Map™ -> Initial Contact with Prospective Clients

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?

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