I am a new adviser with a company where I meet with a lot of people who currently own a product with us and I do a review on that particular product ,which is typically life insurance. Is there a smooth way to transition from the review into a discussion about the Financial Road Map®?

Article ID: 101

Last updated: 20 Nov, 2019

Call them up and say, “We have an appointment scheduled to discuss your life insurance. However, I don’t think this is a very smart approach to me truly being able to give you good advice. Instead, I recommend that you and your spouse come to my office and complete your Financial Road Map® . Having Financial Road Map® will help you make better financial choices in all areas, in addition to life insurance.” From here you can follow the scripts in the Mastery Series™ for scheduling Financial Road Map® appointments.

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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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